Using Sharebuilder Broker with an Investment Club

Luke Steelman on

I know that this has been asked in the past, but I couldn't
find the answer (if any) that was given. Accountsync allows
downloading of data from Sharebuilder broker accounts,
however their website says that they do not offer club
accounts. Does the club have to put the account in the sole
name of one of the partners to use their services, or am I
missing something?

Luke

Rob Nagler on

Luke Steelman writes:
> I know that this has been asked in the past, but I couldn't
> find the answer (if any) that was given. Accountsync allows
> downloading of data from Sharebuilder broker accounts,
> however their website says that they do not offer club
> accounts. Does the club have to put the account in the sole
> name of one of the partners to use their services, or am I
> missing something?

Have you talked with Sharebuilder?

Cheers,
Rob

Luke Steelman on

Not yet, I figured I would ask the rest of the community first. Their website says specifically that they don't offer club accounts. I'll ask them when I get a chance and post the response.

Luke

On Jan 18, 2008 12:45 PM, Rob Nagler <nagler@bivio.biz> wrote:

Luke Steelman writes:
> I know that this has been asked in the past, but I couldn't
> find the answer (if any) that was given. Accountsync allows
> downloading of data from Sharebuilder broker accounts,
> however their website says that they do not offer club
> accounts. Does the club have to put the account in the sole
> name of one of the partners to use their services, or am I
> missing something?

Have you talked with Sharebuilder?

Cheers,
Rob

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