Jabd2001 wrote:OYZU, I’m assuming you are not invested in funds?
I’m a bit stuffed really. I want a broker I where can hold a large, infrequently traded fund portfolio. II and iWeb are only options now. Already converted one brokers assets to ETFs but had hoped to keep the others. I rather like the Vanguard Lifestrategy funds.
No, only one of the three portfolios has the odd fund, or we would have gone another way of course.
My wife invests only in Collectives, but mostly ITs, in any case she will do the odd switch when she feels the time is right. The rest is mostly individual holdings, we only hold one ETF.
The main driver for us was future platform stability and quality of service. We will see of course.
As for funds, I think the days of a few platforms not charging ad valorem for holding those might be numbered, but there is often a perfectly good IT (or maybe ETF although as I said we are not into those much) alternative anyway.
Good luck to you all the same.