JamesT Member Posts: 15 Joined: 5/19/2004 Location: Washington  User Profile | FG; I've been trading with FolioFN, for a couple of years. I haven't actually used OT with it yet. However I do the answer to your first question. FolioFN, does an awesome job at reporting. Their reporting handles taxes very well. In fact, my accountant was able to use one of their printouts as an attachment to my taxes last year. She didn't even have to transfer the trades to any of the tax forms. It was just a matter of attaching the report and reporting on the final amounts. Hope that helps! JT Originally written by 14219 on 5/18/2004 4:47 PM Not clear on a couple of FOLIOfn details. 1. Are FOLIOfn end of month statements and/or tax records made available to clients? 2. Are ARM2r3 and r4 included in FOLIOfn's "Default" testing? 3. OT's testing of the FOLIOfn's universe of symbols takes my machine about 45 mins. Have others reported about the same time required to test? Thank you fg | |
