What is your reason to change to Waterhouse. The reason I ask, I have my
personal account with Waterhouse and was thinking of changing.

Rose Rooney, rose@cameron.net
-----Original Message-----
From: ANNE WEEKS <finances_first@bivio.com>
To: club_cafe@bivio.com <club_cafe@bivio.com>
Date: Saturday, September 07, 2002 3:40 PM
Subject: club_cafe: Changing the brokerage firm


>Our club has been using Accountsync (We love it) with Schwab
>and are now changing to Waterhouse. What steps should I
>take to ensure that we don't lose any records of basis etc.
>when the change occurs?
>Thanks for any tips.
>Anne W.
>

Rose Rooney wrote:
> What is your reason to change to Waterhouse. The reason I ask, I have my
> personal account with Waterhouse and was thinking of changing.
>
> Rose Rooney, rose@cameron.net
> -----Original Message-----
> From: ANNE WEEKS <finances_first@bivio.com>
> To: club_cafe@bivio.com <club_cafe@bivio.com>
> Date: Saturday, September 07, 2002 3:40 PM
> Subject: club_cafe: Changing the brokerage firm
>
>
> >Our club has been using Accountsync (We love it) with Schwab
> >and are now changing to Waterhouse. What steps should I
> >take to ensure that we don't lose any records of basis etc.
> >when the change occurs?
> >Thanks for any tips.
> >Anne W.
> >
Mainly the fees. Schwab is applying more and more fees
beginning Oct 1. We do most of our own research and their
fees are among the highest for online brokerages.