Did you know you can donate shares from your Betterment account directly to charity? Dan Egan, Director of Behavioral Finance and Investing, explains the steps to do this and how you can include your children in the process as the annual tax deadline approaches.https://twitter.com/dan_bmt/status/1339341502628179969 …
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apparently tis also the season of ignoring clients who are asking for their cost basis for securities which are transferred out. Shocking you use a non-ACAT system like Wells and or some other ancient institution.
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