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selecting a situable online broker - Coggle Diagram
selecting a situable online broker
investing profile
multicurrencies
HK stocks
funds
ETFs
house or apartments
bonds
considering
401(k) or employer retirement plan
robo-advisor
target-date mutual fund
index funds
exchange-traded funds (ETFs)
investment objectives
to earn return against inflation
to earn profit for living
commissions and fees?
platform & technology
vs your investing style
medium or long term investing
beginners vs active traders vs mid-term traders
decision-making aids?
education? (customer service)
live agents support? (customer service)
any finanical advisors?
the range of product offerings? suitable?
In/Out
how to transfer money into the brokerage account?
how to withdraw money out of a brokerage account?
any promotional discounts or bonuses?
initial deposit?
minimum requirements?
testing
account security?
vs using a bank acount
hold money
trade securities or funds only
merits
return with interest
safe
certain amount protected by gov or a central authoirity
tax issues?
capital gains taxes?
dividend taxes?
any regulatory authorities?
any investor protection policies?
deposit insurance
vs using a brokerage account
(investment account for selling & buying investment products)
low trading costs
more investing options
note any badly structured investing products
tax issues?
captial gains taxes?
dividend taxes?
which are the regulatory authorities?
which are the investor protection policies?
FDIC for deposit insurance?
retirement accounts?