Thanks for the info.
I read on their site that they maintain detailed CG records that are downloadable, which is an attractive function to me -- especially being able to manually configure lots for sales. If I can drop it into the Quicken, it makes the accountant a lot happier.
Based on what you wrote, I suspect not, but have you seen this element of their service?
I agree that it would be very nice for the 401k, but even though I am the trustee for our 401k, we are locked into a long term agreement elsewhere -- so, for now, it is not a possibility. Besides, even though it might be nice for me, it would probably not pass the prudence test for most other folks in our plan -- they are not a very financially savvy lot. Even choosing mutual funds, quantity and quality, is a daunting task for most of them.
Troy
Those who shoot from the hip usually end up just shooting themselves.
Plan the grub and grub the plan.
Where is the party tonight? Who is bringng the drinks?
