本文发表在 rolia.net 枫下论坛First, I like the investorline reports for equities. The reports are from S&P and morningstar. I especially like the reports from S&P - good quality. The reports from morningstar are good too - they have "bear say" and "bull say" and they rate management (very unique assessment)! When I was with Scotia McLoed, the reports from Scotia. Not really my favorite. Don't remember anything from Waterhouse as I was tricked to buy TD mutual funds. TD has a good reputation to sell his own products.

Second, I like holding summary report - I can either sort it in currency (US or CAD) you trade or in CAD summary or by asset types. The RBC test account only summary is in CAD way only - I can't figure it out in US currency way if I bought in US market.

Third, investorline has been moving very fast to adopt technology / offers other competitors are having. It just has all feature "I" need: it can hold both US and CAD in RRSP, LIRA, and TFSA and they will keep it the way you want. For example, you can keep your RY in either CAD or US - the dividends will be kept in that currency as well. That will save you tons of currency exchange cost if you are long term US equity dividend investor! And you can "move" those dual listed stocks in the same account. But you can't keep US currency in RESP - probably same other brokers.

I have shopped around so many brokers and so long. Like recent VB is very competitive on the trading price. But it doesn't have other features I am looking for or I have to pay more fees for that. As I only trade around10 times a year, it doesn't worth to get that trading price but pay fees for other features.更多精彩文章及讨论，请光临枫下论坛 rolia.net