Quote:
Originally Posted by sasman29
The best and safest way, in my opinion, would be to move all your assets to one brokerage firm.
Any app on your phone would be more subject to hacking than directly going to one site because it would have to login to each of your other accounts to get the feed. It would have to save your passwords to all the other sites.
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That will work if you have individual stocks and bonds. But, if your investments are in mutual funds, you create a taxable event when you move assets to another company.