Investment Risk Profile
The investment risk profile is important for the investment firm’s lawyers, but does it really do any good for the customer? That can be debated.
The investment risk profile is important for the investment firm’s lawyers, but does it really do any good for the customer? That can be debated.
Do financial web pages have the information on them, that you are looking for? Is it easy to find that information? The answer is usually No and No.
If your TD E-Series RESP is in a TD Mutual fund account, taking your money out is not going to be straightforward. Good funds, bad account, read why. Might be better to just hold them in a real trading account.
Shouldn’t be hard to in Quicken transfer mutual funds, but it is not as straight forward as you might guess it would be.
If you use a TD Mutual Fund account, they keep close tabs on your trades and will make you live to your Risk profile, and will reverse trades, if you are doing things outside of that Risk Profile.