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Newly Hybrid

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=16563
Printed Date: Aug/09/2020 at 2:30am
Software Version: Web Wiz Forums 11.04 - http://www.webwizforums.com


Topic: Newly Hybrid
Posted By: escopazo
Subject: Newly Hybrid
Date Posted: Oct/12/2019 at 12:10pm
We recently left a large indy to go hybrid and are now dealing with getting our tech stack in order. We like having the ability to clear through TD, Fidelity, Schwab or Pershing, and already have accounts at all except Schwab, but piecemealing the tech together is certainly frustrating, so looking for some guidance here on the board.




Replies:
Posted By: Hacksaw
Date Posted: Oct/12/2019 at 6:07pm
Out of curiosity:
Why didn't you figure it all out before making the jump?



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