Can people who work at Big 4 invest through Betterment? Someone told me they can't because it has dividends in it but I don't believe them

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Dividends don't matter. All that matters is if they are an audit client, or invest in stocks that are audit clients.

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The real problems start with ETFs, mutual funds, etc. which own large amounts of companies' securities as invariably there are audit clients in the mix. But your role, level and office matter greatly.

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....I buy individual stocks that pay dividends all the time - there are just rules around what you can and cannot buy

At AT Kearney you prob have nothing to worry about. It's more about firms that audit companies

@SC yeah not concerned with this affecting me; curious about It for my friend who doesn't have fishbowl

PWC2 I don't think mutual funds are restricted. The independence issue specific to your ability to choose those companies etc that the funds invest in. Because you just pick a fund and not where the fund manager invests, it clear for investment. But again talk to your own independence teams to confirm.

ETF and mutual are not an issue. You don't have say in any of them

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