Forum Discussion
Jean_S
Dec 14, 2013Explorer
Your financial advisor or broker should be able to solve your problem. We also have most our money in an investment account, as you do. Our Raymond James financial advisor can arrange to have transfers made from the investment account into our checking account either at regular intervals or when we request it. That way, cash is available when we want it through our debit card, but the bulk of our money stays in the investment account. If you have a Scottrade or other similar account, you should still be able to do your trades online and have the proceeds sent directly your bank account.
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