Does Hedgeable link up to my current account at my Discount Broker, 401k Plan Provider, Full Service Broker, etc?
No, we do not pull any of your personal information in upon signup. You must manually input it upon signup. There is technology out there that would allow us to do this, but the costs and potential security drawbacks make us very hesitant to ever do it. All discount brokers will allow you to download your account statement online. If you have a full-service broker or independent advisor simply ask them to fax or e-mail you a current holdings report.
Related Questions
- Does Hedgeable link up to my current account at my Discount Broker, 401k Plan Provider, Full Service Broker, etc?
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