Thank You: Check to Bank vs. Direct Deposit to Brokerage Account

Kay Branz on

Much appreciation to all of you who contributed to this robust discussion about your individual club's practices. I've learned a lot, and hope everyone else has as well. At a glance it seems as if the majority of clubs who responded have members direct deposit their investment funds into the brokerage account or bank account.. . but mainly to the brokerage account. Makes sense to me! We'll see what my club decides, based on all of your helpful input and guidance.

Kay Branz

President

Lakshmi Investors

DR CHISHOLM MD on

Yes this is very helpful. thanks for bring it up and to all who shared.

On 06/26/2023 6:54 PM EDT Kay Branz via bivio.com <user*34862000001@bivio.com> wrote:

Much appreciation to all of you who contributed to this robust discussion about your individual club's practices. I've learned a lot, and hope everyone else has as well. At a glance it seems as if the majority of clubs who responded have members direct deposit their investment funds into the brokerage account or bank account.. . but mainly to the brokerage account. Makes sense to me! We'll see what my club decides, based on all of your helpful input and guidance.

Kay Branz

President

Lakshmi Investors

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