Bumping an older thread, but is there really any difference between the CMA and Brokerage now?
I'm trying to separate cash from investments to make it easier to track so we are either opening another brokerage or a CMA. We have over 250k at Fidelity to qualify for free ATMs, etc. so should we just open a brokerage? I don't care about the money manager feature I just want to be able to pull cash, write checks, or send a wire in a pinch.
I'm trying to separate cash from investments to make it easier to track so we are either opening another brokerage or a CMA. We have over 250k at Fidelity to qualify for free ATMs, etc. so should we just open a brokerage? I don't care about the money manager feature I just want to be able to pull cash, write checks, or send a wire in a pinch.
Statistics: Posted by NYCaviator — Thu May 02, 2024 8:00 am — Replies 20 — Views 4138