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Angela Duran

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Posts: 168

Joined: 10/11/2012
Location: Nirvana Systems

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Subject : RE: Questions Regarding GXT Transition to Gar Wood
Posted : 8/19/2016 10:23 AM
Post #36243 - In reply to #36152
Jim A,

I suggest opening a new account through Gar Wood using the link in the instructions if you want to continue to run all 3 Trade Processors. You will have an opportunity to link your existing IB accounts in September if you choose to.

You will have an extra tax record from COR at the end of the year. It may help simplify things to close all your positions in the account that is moving so you don't have to link positions together across accounts.
Deleting message 36243 : RE: Questions Regarding GXT Transition to Gar Wood


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