Hi everyone. I recently signed with GS IBD in the the US (lateral move from a MM firm), and just learned that GS only allows Fidelity as a brokerage platform, and even for robo advisors only allows a few platforms but not Wealthfront. My current firm doesn't have this kind of restrictions, and I don't want to move my Wealthfront investment account at least - have any of you figured out any way to get exceptions from compliance, or any other methods you've thought of (e.g. transferring the account to someone else)?
This is really stressing me out since most of my savings are in investment accounts, all of which it seems GS doesn't allow.
Hey GMS0000, I'm here to break the silence...any of these links help you?:
Hope that helps.
What did you end up doing? Same boat
Congrats on the lateral move. While I can't speak to the brokerage issue, do you mind if I PM you regarding your lateral move from an MM to GS?
You move to fidelity. This isn’t something I would mess around with.
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