投资账户平台比较

刚看了眼的确有了

Webull给客服留言 每次第一个回复都能直接把问题解决了 已经是我见过的最有效率的了

但界面总感觉怪怪的 懒得操作 没有 by lot 变相鼓励hold了

个人感觉vanguard还ok

Fidelity: 定投方便,支持碎股,专线客服 (还没用过)

Charles Schwab: 普通话和粤语客服,在中国登录没有限制,可以授权他人管理账户,懂的都懂

以上两家券商都支持全球ATM无手续费

你用ssn炒股,然后给中国补税?

webull,不好用,但是老用户奖励活动很多,动不动就是存2% match。

Moomoo挺好用的,就是没啥老用户奖励活动。

Fedility,在用,但是挺垃圾,我一般当作hub用,transfer asset没有费用,还能报销费用

Etrade,在用,但是不好用

Rh简洁,适合新用户,已经弃用

撑死胆大的,饿死胆小的,撸完奖励就跑,你在他家只买不卖股票就没有税务担心

  1. 买不了Mutual Fund.

  2. Cannot gift shares in kind b/w robindhood accounts

  3. For investment account, one cannot specify lot using desktop. For retirement account, it is not possible to specify lot

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retirement账户没有,不管是桌面端还是手机

比较想问哪家etf 不用cash 30天的?fidelity改了之后想搬家了。而且margin也有点高。看下来好像ib和schwab都还可以?不知道有没有大佬推荐。主要要求就是手机操作方便+没有etf30天+margin rate 低一点

反正robinhood是垃圾

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用了一圈大号还是留在fidelity了,稳定、market price价格公允、标的类型全。小号trade频繁的ibkr、webull、robinhood什么都用过,自从watchlist全搬到tradingview之后反而小号时不时换一下薅sub了

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Fidelity > e*trade >= Schwab >>> Merrill

可以解释一下吗

vanguard is the worst. They don’t even have real time pricing so you only know the total value of your position 15 minutes ago :grinning_face:

but they also don’t provide ammo to shoot yourself in the foot, i.e. you can’t buy things like YINN etc 3X

chase has their own blacklist and they don’t tell you whats on the list and if you happen to trade anything on it you have to call in to place the order.

可以明示一下吗 :yaoming:

While the majority of exchange-traded products (ETPs) on Fidelity’s platform have already been subject to a 30-day seasoning requirement, effective September 15, 2025, all purchases of domestically-listed ETPs on Fidelity’s platform will execute in cash and be subject to cash trading rules. After a 30-day holding period, the position, if marginable, will automatically journal to margin if you have a margin account.

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这个是td的遗产

Retirement 用不着tax lot吧

你用得全是小券商。试试etrade和IB吧。