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My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 36 with at least $1 million.
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Closing Out My AmeriTrade Account

Contributed by mm | May 2, 2004 07:30 AM PST



A quick note that I am about to close my AmeriTrade account in the next five days.

I opened this account back in December 2002 to took advantage of a $75 new account bonus offer. In the last 18 months, I actually only made two transactions on RJR in this account (1 and 2) and they turned out to be a highly profitable roundtrip. Since I also have other accounts and it is a bit complicated to manage multiple accounts, I decided to have this account closed.

Actually, I still have another account at AmeriTrade as a result of the Datek-AmeriTrade merger. That account continues to be my primary trading account in after-tax investments.

Make no mistake, I still think AmeriTrade represents great value to DIY personal investors like me. It offers enough resources, as well as a flexible and cheap trading platform. If you want to join, AmeriTrade is offering various promotions for different initial deposit levels.

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Read More ... 32 Posts In The Same Category

01/09/06 | Portfolio Breakdown - December 31, 2005 | (12)
01/13/05 | 2004: Not A Good Year For My Portfolio | (3)
08/27/04 | Why Will I Sell Microsoft Stock Award Shares?
06/01/04 | May 2004 Month-End Holdings
05/01/04 | April 2004 Month-End Holdings
04/14/04 | OCA: Another Double Bagger
04/02/04 | March 2004 Month-End Holdings
03/30/04 | Another $5,000 Roth IRA Contributions
03/22/04 | My First Double-Bagger, Finally
02/27/04 | February 2004 Month-End Holdings
02/03/04 | January 2004 Short Interest for My Holdings | (1)
02/01/04 | January 2004 Month-End Holdings
01/08/04 | Making 2004 Roth IRA Contributions
12/31/03 | My Portfolio in 2003: Losing to the Benchmark But Still Winning Handsomely
12/31/03 | December 2003 Month-End Holdings
12/30/03 | December 2003 Short Interest for My Holdings
12/16/03 | Margin! Margin!
12/01/03 | November 2003 Short Interest for My Holdings
11/29/03 | 2004 401(k) Strategy
11/28/03 | November 2003 Month-End Holdings
11/17/03 | A Draft of Portfolio Management Guideline
11/12/03 | Start to Try TreasuryDirect.com ... | (3)
11/07/03 | Where Should I Put Roth IRA Contribution?
10/31/03 | October 2003 Month-End Holdings
10/24/03 | October 2003 Short Interest for My Holdings
10/20/03 | 2003 Q3 Earning Release Schedule
09/30/03 | September 2003 Month-End Holdings
03/30/03 | My Key Portfolio Performance Metrics
01/02/03 | Year 2003 Start Positions




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