Consolidate IB acct with other brokers

Discussion in 'Retail Brokers' started by tigerwu, Feb 12, 2013.

  1. tigerwu


    Does anyone here know a service that consolidate IB acct with other brokers such as schwab or fidelity? IB is never available on any of the consolidator websites. Thanks.
  2. shfly


  3. tigerwu


    not really for tax purposes, but to look at all the positions at the same time, being able to do portfolio analysis on a real time basis, instead of logging into separate accounts individually.
  4. you might want to check out which aggregates accounts from various fin institutions.