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Which Broker Company is the friendliest? Vote_lcap16%Which Broker Company is the friendliest? Vote_rcap 16% [ 43 ]
Which Broker Company is the friendliest? Vote_lcap21%Which Broker Company is the friendliest? Vote_rcap 21% [ 57 ]
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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » Which Broker Company is the friendliest?

Which Broker Company is the friendliest?

3 posters

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1Which Broker Company is the friendliest? Empty Which Broker Company is the friendliest? Thu Dec 10, 2020 7:29 pm

JanithD


Stock Trader

Hey Guys! 

Need your opinion on this, Which broker company is the friendliest?

I mean when it comes to their support/advice etc.

The way they share the news. EX: some of the brokers have WhatsApp groups for discussions. would be much easier to get ideas about what's happening.

JanithD


Stock Trader

and if you guys have a recommendation of an advisor feel free to mention the name, please. Smile

engineer


Manager - Equity Analytics
Manager - Equity Analytics

Well my personal experience with softlogic is that the investment adviosrs are not supportive at all. The account opening was smooth with them but the advisor is of no use. No, research was ever shared with me even though I have requested it multiple times. Not even any analysis that the advisor has done or was interested to share with. I am withdrawing my capital from it during the next week and will invest that in my primary account which is capital trust which does a very good job compared to softlogic with advice and reports. I just opened the softlogic account to have access directfn since atrad was down most of the time during the past months but now it seems to be fixed too

JanithD


Stock Trader

engineer wrote:Well my personal experience with softlogic is that the investment adviosrs are not supportive at all. The account opening was smooth with them but the advisor is of no use. No, research was ever shared with me even though I have requested it multiple times. Not even any analysis that the advisor has done or was interested to share with. I am withdrawing my capital from it during the next week and will invest that in my primary account which is capital trust which does a very good job compared to softlogic with advice and reports. I just opened the softlogic account to have access directfn since atrad was down most of the time during the past months but now it seems to be fixed too

Who is your advisor in capital trust? mind sharing the name?

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

It all depends on the individual advisor you get entrusted with. Some are supportive and most are not. Most are not supportive bcoz they handle a huge number of clients and can only spare time to personally talk to their most active high net worth clients.
Some brokers have whatsapp groups and share general broker reports.
My Softlogic broker sends daily reports and weekly summary and valuations, business news summaries etc.
My Smb broker is more personal and I get adequate advice from time to time.
First Capital has a ftp folder where anyone can access their reports and valuations. If you need it pm me.
Unless you invest a couple of millions minimum I bet no broker will really give much attention.

JanithD


Stock Trader

RJ1010 wrote:It all depends on the individual advisor you get entrusted with. Some are supportive and most are not. Most are not supportive bcoz they handle a huge number of clients and can only spare time to personally talk to their most active high net worth clients.
Some brokers have whatsapp groups and share general broker reports.
My Softlogic broker sends daily reports and weekly summary and valuations, business news summaries etc.
My Smb broker is more personal and I get adequate advice from time to time.
First Capital has a ftp folder where anyone can access their reports and valuations. If you need it pm me.
Unless you invest a couple of millions minimum I bet no broker will really give much attention.

Hey buddy! im unable to DM since im a new member here. Do you mind sending the link to me?

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

JanithD wrote:
RJ1010 wrote:It all depends on the individual advisor you get entrusted with. Some are supportive and most are not. Most are not supportive bcoz they handle a huge number of clients and can only spare time to personally talk to their most active high net worth clients.
Some brokers have whatsapp groups and share general broker reports.
My Softlogic broker sends daily reports and weekly summary and valuations, business news summaries etc.
My Smb broker is more personal and I get adequate advice from time to time.
First Capital has a ftp folder where anyone can access their reports and valuations. If you need it pm me.
Unless you invest a couple of millions minimum I bet no broker will really give much attention.

Hey buddy! im unable to DM since im a new member here. Do you mind sending the link to me?

Done. Check your PM box.

Kanishka_2020 likes this post

JanithD


Stock Trader

RJ1010 wrote:
JanithD wrote:
RJ1010 wrote:It all depends on the individual advisor you get entrusted with. Some are supportive and most are not. Most are not supportive bcoz they handle a huge number of clients and can only spare time to personally talk to their most active high net worth clients.
Some brokers have whatsapp groups and share general broker reports.
My Softlogic broker sends daily reports and weekly summary and valuations, business news summaries etc.
My Smb broker is more personal and I get adequate advice from time to time.
First Capital has a ftp folder where anyone can access their reports and valuations. If you need it pm me.
Unless you invest a couple of millions minimum I bet no broker will really give much attention.

Hey buddy! im unable to DM since im a new member here. Do you mind sending the link to me?

Done. Check your PM box.

got it. thank you so much bro!

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