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trasferring cash from broker qccount to club account

We purchased two stocks recently.  I need to transfer cash from the broker account to the checking account.  I think.  I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

How was it done in the past?

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

I don't remember

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Peter Dunkelberger via bivio.com
Sent: Thursday, February 16, 2023 12:13 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] trasferring cash from broker qccount to club account

How was it done in the past?

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently.  I need to transfer cash from the broker account to the checking account.  I think.  I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

Well, I would think that the broker would just take the funds out of the account you have with them.

Peter Dunkelberger

On Thu, Feb 16, 2023 at 3:15 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

I don't remember

From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Peter Dunkelberger via bivio.com
Sent: Thursday, February 16, 2023 12:13 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] trasferring cash from broker qccount to club account

How was it done in the past?

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

A lot of brokers don't let you purchase unless they have the cash in hand to cover the transaction, which makes me think they take the funds straight out of the brokerage cash account that you have. Call them and ask.

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

Unless the "checking" account is at a different institution from the "broker" account, there is no reason to maintain a checking account. It's just a cash account at the broker.

Ira Smilovitz

On Thu, Feb 16, 2023 at 5:47 PM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
A lot of brokers don't let you purchase unless they have the cash in hand to cover the transaction, which makes me think they take the funds straight out of the brokerage cash account that you have. Call them and ask.

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same

I'm confused. If you purchased a stock in your broker account why are you transferring money from your broker to your checking account? Shouldn't it be the opposite?

On Thu, Feb 16, 2023, 7:59 PM ira smilovitz via bivio.com <user*2883400001@bivio.com> wrote:
Unless the "checking" account is at a different institution from the "broker" account, there is no reason to maintain a checking account. It's just a cash account at the broker.

Ira Smilovitz

On Thu, Feb 16, 2023 at 5:47 PM Peter Dunkelberger via bivio.com <user*26984900001@bivio.com> wrote:
A lot of brokers don't let you purchase unless they have the cash in hand to cover the transaction, which makes me think they take the funds straight out of the brokerage cash account that you have. Call them and ask.

Peter Dunkelberger

On Thu, Feb 16, 2023 at 2:07 PM Connie Humble via bivio.com <user*27031200001@bivio.com> wrote:

We purchased two stocks recently. I need to transfer cash from the broker account to the checking account. I think. I am not sure if I should just make a cash transfer from broker to checking accounts or is there another way of doing so to show the purchase price and the check are the same