Easy Equities good or bad?

Comms (lol) received at 17:30

Roger roger.

Over and out

:D


interesting offer, but i think current share price is too close to the bid offer to be of much benefit? especially since the share price dropped with about 15% the last month....

i decided to give it a skip.
 
Ok great!

Hi Romi

I also want to add to the "wishlist" for EE.

Will we ever be able to open more than one account per person? This would make keeping track of investments for different things quite a lot easier, for example, I would like to invest monthly for a university fund for my kids, but I would like to track it separately from my main share account.

Thanks
 
They need to get read-only sub-accounts and 2 factor authentication for transactional accounts. Kinda why I'm hesitant presently
 
Any instructions on transferring stuff from standards platform to EE?

Hi,

Yes will have a transfers team that can certainly assist you.
No charges from EE side to transfer in, but Standard may charge you per instrument or portfolio to transfer out.
Our team can certainly help you.
Can you DM me your details and I will get someone on it asap.

Thanks
 
Hi Romi

I also want to add to the "wishlist" for EE.

Will we ever be able to open more than one account per person? This would make keeping track of investments for different things quite a lot easier, for example, I would like to invest monthly for a university fund for my kids, but I would like to track it separately from my main share account.

Thanks

Hi,

Yes indeed, we are looking to add more then one portfolio under your existing EE number. As well as link accounts (ie corporate/trust/minors etc).

Also on the same note, linking different strategies to separate accounts, so having a momentum, growth etc...

Coming hopefully soon :)
 
They need to get read-only sub-accounts and 2 factor authentication for transactional accounts. Kinda why I'm hesitant presently

Hi,

We are looking into adding user levels on our platforms. Especially when it comes to trusts/companies/minors.
ie. who has legal right to buy/sell vs who has Ewing rights only.

Coming soon!
 
Romi, another request.

Can you include more filter options under "Browse Companies"? At the moment it's either all or Top 40.

Specifically I would like there to be an option to separate "individual shares" from ETFs.

Also, will you be adding Unit Trusts in the near future? I'm not sure whether to go Unit Trust or ETF at the moment.
 
Romi, another request.

Can you include more filter options under "Browse Companies"? At the moment it's either all or Top 40.

Specifically I would like there to be an option to separate "individual shares" from ETFs.

Also, will you be adding Unit Trusts in the near future? I'm not sure whether to go Unit Trust or ETF at the moment.


you can add your own custom "tags" for each company, - open the company/instrument, and add a tag for each - eg Favourite ETF
once click on browse companies, at the bottom it should give you an option to select that tag, and display all you tagged.
quite a powerful feature i think :)
 
you can add your own custom "tags" for each company, - open the company/instrument, and add a tag for each - eg Favourite ETF
once click on browse companies, at the bottom it should give you an option to select that tag, and display all you tagged.
quite a powerful feature i think :)

Thanks, didn't know about that feature.
 
Hi,

Yes will have a transfers team that can certainly assist you.
No charges from EE side to transfer in, but Standard may charge you per instrument or portfolio to transfer out.
Our team can certainly help you.
Can you DM me your details and I will get someone on it asap.

Thanks

somebody from cape town contacted me to speak about the FICA documents and I popped the question. got sent the procedure. I like it.
 
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