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PSA: I was just letting my broker pick all my stocks for me.
My portfolio lost 15% last quarter and I finally looked at the trades. He was buying high-fee funds from his own company. What's a good way to check a broker's transaction history regularly?
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emmah211d ago
My friend caught her guy doing that by checking her monthly statements online.
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the_claire1d ago
Checking bank statements without permission is a huge breach of trust. It sets a bad precedent for the relationship, turning partners into detectives instead of teammates. A lot of regular spending could look bad out of context, like a hotel charge for a work trip or a gift purchase. If you can't talk about your worries directly, the relationship has bigger problems than a statement.
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