Funny that they are apparently okay with your settlement dates not matching, but I once got a violation when settlement dates did match, because trade dates differed. And then just recently, as I mentioned above, got "yelled" at for leaving cash in MM for as long as possible (didn't get a violation for that one, at least not so far).I posted before that I sold shares of an ETF, T+2, at Schwab, and used the proceeds to buy Treasuries, T+1, and had no problems--no warnings, messages, or emails about it. Yesterday I sold some shares of individual stock, T+2, and used part of the proceeds to buy some TIPS, T+1, and part to buy some shares of VTI, T+2. Again, no issues at all.
Statistics: Posted by jeffyscott — Wed Feb 07, 2024 12:16 pm — Replies 3843 — Views 414714