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Personal Finance (Not Investing) • Fidelity as a one stop shop

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Yes, exactly, I would use the CMA as an imprest account because I'm concerned about fraud/theft. Writing checks directly off our brokerage account (which includes additional funds & investments) feels unwise.

Statistics: Posted by cme — Tue Jun 11, 2024 5:22 am — Replies 6665 — Views 1287767



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