Anybody else have experience dealing with FINRA regulations? It certainly helps me keep my allocation consistent because I don't want to file every time I am interested in a new index fund.
Despite working at a company that trades, my only access to trades that will report automatically is a relatively high fee option, I actually feel very taken advantage of over it because if anybody knows how ridiculous that is, it's a finance company!
Also anybody have any thoughts from 'seeing the sausage get made'?