Anyone in a big 4 audit role? My spouse is at deloitte and says I am not allowed to use roboadvisors like wealthfront etc. at all because they dont have a broker feed established to them…is that true?

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Posting as :
works at
You are currently posting as works at

If you work at EY you aren’t even allowed to trade individual stocks lol

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I think you meant “restricted” but EY doesn’t permit ownership of any company we do material business with at all. And there are no exceptions. For example, at Deloitte, we could self clear an audit clients stock if we weren’t an auditor nor based in the same office as the audit team etc. at EY, you just don’t get to own it

True. It's not only applicable to audit, it's anyone that is beholden to tracking and trading policies. You can only use approved brokerages that have automated import of the positions. No robo advisors have this capability.

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It’s true. Listen to your spouse.

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You both need new jobs

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