Trading a family member's personal account, question

Discussion in 'Trading' started by N4Apound, Jun 22, 2021.

  1. I just signed one for my wife with Fidelity.
     
    #21     Jun 23, 2021
    N4Apound likes this.
  2. JSOP

    JSOP

    Yeah if they allow a total stranger, 3rd-party entity like collective2 to autotrade your family member's account, how can they not allow a relative of your family member such as you to trade the account given proper authorization? LOL
     
    #22     Jun 23, 2021
  3. JSOP

    JSOP

    What I am talking about is not theory. There is no way that brokers will freeze somebody's account just because it's been traded by someone else, unless it's unauthorized.

     
    #23     Jun 23, 2021
  4. zdreg

    zdreg

    Your comment would have be interesting if you had said I just signed one with my wife and simultaneously with my mistress.
     
    #24     Jun 23, 2021
  5. zdreg

    zdreg

    Just nonsense.
     
    #25     Jun 23, 2021
  6. JSOP

    JSOP

    #26     Jun 23, 2021
  7. I am not a rich enough trader for a mistress.
     
    #27     Jun 23, 2021
  8. Notarized Power of Attorney (POA).

    That's it.
     
    Last edited: Jun 23, 2021
    #28     Jun 23, 2021
    N4Apound likes this.
  9. First off, if I trade an account that is under the same roof, even if a different IP address, there is no way the broker could ever prove who put on the trade! Maybe it would be a different story if the trade came in from a different locale...still better to be safe than sorry. It is only a broker form! Not a notarized anything! I have seen and signed the form electronically with Fidelity, why would they have that if they accept other crap! Ask yourself!
     
    #29     Jun 23, 2021
  10. RedSun

    RedSun

    I still think the legal way POA is the way to go. You could trade your spouse or adult child's account without POA, not caught. But it is not legal. To broker, that is unauthorized trading since you trade someone's account without authorization with the broker.
     
    #30     Jun 23, 2021