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Alias Born 11/10/2003

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Saturday, 03/02/2024 11:53:40 AM

Saturday, March 02, 2024 11:53:40 AM

Post# of 47132
AIMing a security across different accounts. I'm wondering if anyone is doing this and your opinion. I have a few ETFs that are distributed over 2 or more of my accounts and I've AIMed them with one machine, and now I think this was a mistake and I'm separating the spreadsheets so each account has a separate spreadsheet. Combining makes the bookkeeping more complicated, but worst of all, since the accounts are very uneven, the buys/sells can overwhelm the smaller account. I could distribute the sell/buy across accounts but that just makes things complicated so now I'm separating the accounts and using a separate spreadsheet for each.
Adam

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