No. of Recommendations: 1
I'm trying out a feature Fidelity offers for $60/year, called "basket portfolios."
Oh, wow!
I was going to say that you can do the same thing at M1 Finance for free. But M1 limits you to 1 IRA and 1 Roth and 5 taxable accounts. An account can have more than one "pie" (like FIDO "basket"), but all the holdings in a account are lumped together in the portfolio download, regardless of which pie they are in. A real PITA.
M1 only trades in the twice a day window, FIDO Baskets trade immediately. Both are, of course, only market orders.
Not $60/yr, but $5/mo. I thought it was $5 per basket but it's $5 for as many baskets as you want. Per account. I guess that would mean $5 for each account? That would be $15/mo for taxable and IRA and Roth.
Ooh, no. Looks like the enrollment is per login, not per account. Even better.
Thanks.
