Investment Club Workshop: Changing Your Investment Club's Brokerage Account

There's a new brokerage firm in town now offering plenty of benefits just for investment clubs. BetterInvesting has partnered with Siebert Financial Corporation to craft a brokerage account offering that serves the unique needs of investment clubs while also being suitable for BetterInvesting individual members. With no-commission trades, a dedicated portal to change treasurers when necessary, read-only access to club transactions and online reports, and the ability to easily transfer shares or cash to departing members, Siebert has stepped up to serve clubs both new and existing. In this webinar, ICLUBcentral's Doug Gerlach will outline the features of Siebert's investment club offering as well as review the current standard security features required in order to open an account. (If your investment club hasn't opened an account in the past few years, you'll want to understand the procedures that are involved in the account creation process.)

Join us at BetterInvesting's webinar series for investment clubs.

We look forward to seeing you there!

Handouts

Slides:
Changing Brokerage Accounts  (2 per page color) PDF
Changing Brokerage Accounts (4 per page B&W) PDF

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