Serbinski Accounting Firms

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...

[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...

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...

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...