7Mes·

Hello 🙋‍♂️ How do you handle the following problem? I would like to $SHEL (+0,25%) and $VZ (+0,7%) (if a suitable opportunity arises) into my securities account, which is not the problem, but I would like to save them subsequently with a savings plan, which is not possible :/ this does not work with my broker ...


Do you have a second broker for such circumstances or how do you handle this?

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immagine del profilo
You answered that question yourself. If you absolutely want to make a savings plan on the stocks, there is no way around opening a second custody account. Neobrokers are definitely a good option for savings plans on shares due to the fees.

Of course, you can also ask your custody account provider whether they will set this up for you.

P.S. Mind, I think a second custody account is generally a good thing.
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immagine del profilo
Yes, simply use a second broker for this.
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immagine del profilo
Of course. There are various reasons, but the result is always the same, that it goes through another broker.
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immagine del profilo
Do you actually have everything at one bank/broker? For various reasons, I have my current account at a different bank to my custody account. However, I'm also offered a custody account there, which I don't currently use. I also joined TR at the beginning of the year and therefore have 3 options for trading. And Bison from the old crypto days too. So 4 in total. The actual "problem" is that theoretically there has to be money everywhere in order to trade quickly. But there is not 4% everywhere and some of the trades are much more expensive than with TR. In short: I haven't found the perfect way yet
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immagine del profilo
Update : The two shares have been made eligible for the savings plan đź‘Ť

Problem solved 🙋
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