Just joining Deloitte. Is it true that every brokerage account you have has to be transferred to a broker that is part of the BDIP?

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Yes I have vanguard and chase brokerage accounts and had to import them.

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Do you have the regular chase investment acct?

Yes, applies to everyone. Even advisory/consulting. I had to move my money to a new brokerage because the old one wasn’t BDIP compatible, I was super pissed.

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I would open up a Vanguard brokerage account. They are good plus it is compatible with the 401k.

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How do I go about opening one? Sorry new to this whole investment thing but interested. So any help definitely appreciated. Also what do you mean by compatible with 401k?

I’m about to join Deloitte. Does this apply to every service line?

I assume so. I am in tax and they are strict with us as well. Makes sense since we're also exposed to many non public information with public clients.

Yes, applies to the whole firm. Also, if you hold securities that are clients in your area (even in a service line like ITS/BTS tax), you will have to dispose of them. You also cannot keep your brokerage account if it’s not part of the BDIP list of approved brokers. An example would be E*Trade (not in the BDIP, must dispose of securities or move them to an approved broker)... will also apply to your children and your spouse, if that applies.

I got rid of E*Trade and the stock inside of it (both are actually clients, and the broker is a client of my specific group.) In hindsight I should’ve have transferred the stock but I didn’t at the time... I am not sure about TD off of the top of my head, I will look.

Does anyone have acorns? What did you do with this

Axe it

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My second day in Deloitte, so where do you guys transfer to?

Is Pershing on the Deloitte approved broker BPID list?

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