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    • 🌐 Interactive Brokers
    • πŸ‡­πŸ‡° iFast
    • πŸ‡¨πŸ‡­ Private Bank Accounts
    • πŸ‡ΊπŸ‡Έ Altruist
    • πŸ‡ΊπŸ‡Έ Vanguard
  • Retirement Plans
    • πŸ‡ΊπŸ‡Έ 401(k) plans
    • πŸ‡ΊπŸ‡Έ 529 college savings
    • πŸ‡ΊπŸ‡Έ IRA (Traditional & Roth)
    • πŸ‡ΊπŸ‡Έ HSA health savings
    • πŸ‡­πŸ‡° ORSO
GFM Asset Management
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Category: Client Service

IB Chatbot and Alexa app
January 16, 2019Client Service

IB Chatbot and Alexa app

This week I’ve started testing Interactive Brokers‘s developing chatbot and Alexa app. The IB chatbot, or “IBbot” for short”, is available on […]

Better than Transferwise: Interactive Brokers can save over 90% off these fees
September 25, 2018Client Service

Better than Transferwise: Saving Thousands on International Transfers with an Interactive Brokers account

One of the most frequently asked questions I get is “what is the best way to transfer a large sum of money […]

Interactive Brokers transfer positions
August 2, 2018July 30, 2018Client Service

How to transfer shares to Interactive Brokers

Most transfers into GFM-managed Interactive Brokers accounts are in cash, but occasionally we are asked how to transfer shares to Interactive Brokers […]

Interactive Brokers vs Saxo Trader Pro
July 20, 2018June 28, 2019Client Service, Investing

Interactive Brokers vs Saxo: Best Online Broker for International Accounts

As two of the world’s leading international low-cost online brokers, we have been very glad to be able to offer a choice […]

September 29, 2017April 17, 2018Client Service

Performance Fees With A High Water Mark – Example Calculation

Here’s one illustration I often based on our fee structure of zero management fee + 25% quarterly performance fee, assuming the account […]

September 22, 2017Client Service

Getting Interactive Brokers statements automatically e-mailed to you, monthly or even daily

Interactive Brokers is known for being far more trader friendly and tech friendly than user friendly, and many users may feel they […]

August 1, 2017Client Service, Education, Investing, Personal finance, Saving

How Much Financial Advisors Charge – Pricing by Account Size and Other Factors

More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency. Β In almost any other […]

October 10, 2016April 13, 2018Client Service

How to appoint GFM to manage your existing Interactive Brokers account

GFM’s primary business is managing investment accounts for individual clients, many of which clients choose to hold at Interactive Brokers due to […]

October 7, 2016Client Service

A few words on Digital Signatures

To minimize costs and maximize security and efficiency for our customers, our regulators, and our staff, GFM handles almost all signed documents […]

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