Search found 4 matches

by truffle
Wed Aug 10, 2011 7:21 pm
Forum: Canada / United States Tax & Accounting
Topic: Looking For Discount Broker for RRSP while resident of US
Replies: 10
Views: 7818

TD Waterhouse

I'm talking with a rep for TD Waterhouse right now they have been pretty helpful. If anyone else wants to call them their line for US residents is 1-866-303-0341 What I've confirmed: - If prior to becoming a US resident I have a RRSP trading account with them - After I become a US resident they will...
by truffle
Wed Aug 10, 2011 6:59 pm
Forum: Canada / United States Tax & Accounting
Topic: Looking For Discount Broker for RRSP while resident of US
Replies: 10
Views: 7818

[quote="nelsona"] What has become llowed, thru variuous SEC and state SEC regs adopted since then is allowance of trades within retirement accounts under 2 conditions: that the individual broker has sought to comply with the state requirements, and that the brokerages even wants to do this...
by truffle
Sat Aug 06, 2011 7:52 pm
Forum: Canada / United States Tax & Accounting
Topic: Looking For Discount Broker for RRSP while resident of US
Replies: 10
Views: 7818

thanks so far

Thanks for the replies so far. In comparision to what has been noted so far RBC seems to be acting pretty reasonably: - They will let me do trades over the phone, but only for individual CAD stocks and bonds - I can't do online trades, I can't even view my assets online - They will charge me the che...
by truffle
Fri Aug 05, 2011 5:52 pm
Forum: Canada / United States Tax & Accounting
Topic: Looking For Discount Broker for RRSP while resident of US
Replies: 10
Views: 7818

Looking For Discount Broker for RRSP while resident of US

I currently use RBC Direct Investing as my discount broker and manage my RRSP within them. I will soon be a US/California resident. At that point they will let me sell for 90 days only, after that I can buy or sell canadian stocks and canadian bonds (nto etfs, not funds) only via telephone. My under...