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Can I keep my E*Trade account?

Sure. Assets you wish to trade yourself or keep under your own management, such as in an online brokerage account, will be kept out of the diversified portfolio designed by our firm. If you prefer, your self-managed account can be set up on our system as an unmanaged “custodial” account for a nominal fee. One benefit of setting up your personal trading account with us is that we can prepare tax and performance reports on these assets.

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Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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