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Independence told me we can have it, just need to manually report your investments held in the account for the time being until the feed gets back up.
Thanks for looking into it!
You shouldn’t as they have the free stock feature - they occasionally gift you free stock which you don’t have control over. If they gift you a restricted stock, that would be an independence violation.
Above manager at PwC it is not allowed as it doesn’t work with our brokerage feed system. Below manager you can have Robinhood but obviously still have to comply with personal independence.
P1 how about crypto?
Understood that would be a problem, but otherwise is it prohibited?
You should use the Ask Independence feature for this question; it really comes down to if it can be added to the automated broker feed or not. If not, it is definitely prohibited
Just don’t do it. I had Schwab Intelligent Advisors and I had to close the account because EY threw a hissy fit because it was a robo advisor
For people below manager, would it be an issue? I thought for staff , unless you are working on a client, there are no issues.
Does it include spouse as well if iam below manager lever?
It isn’t. I use Robinhood. They have it listed in the broker fees, but it isn’t active yet. So you’ll have to manually enter in each holding.