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: 7900

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 ...
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: 7900

[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.
[/quote ...
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: 7900

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 ...
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: 7900

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 ...