No. of Recommendations: 3
Congrats on the windfall.
The lesson here is that even if you have everything on autopilot, it still makes sense to log into your account once or twice a day to detect if you have any large swings in your account value one way or another. Back in 2024, I had a $900,000 ACTS transfer theft that I was able to stop before the money was spirited away to Russia or the Ukraine. And last Friday, a big swing in the positive direction that I was able to act on.
We have two factor authentication on money going into or out of our accounts, including transfers. We are texted every time. I also set up a tracking portfolio for all my stocks, just showing 1 share for convenience. All I have to do is log on to SeekingAlpha.com to scope out the movement on all my holdings. With multiple brokerage accounts, I find this one stop checking on holdings easier to do.
YMMV,
IP
