managing portfolio

kurtgoh

Master Member
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Jun 3, 2014
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hi, please help me out with this, i wanna learnt how you guys manage your portfolio.

we are have CDP account but most of us, are using brokers.

I used to use POEM,
POSB for RSP but now stopped.
Regular RSP under FSM
SCB for IWDA and stocks purchase.

the funny part is i have 2 counters which cannot be found in any brokers. (i may have another unknown broker?)
as for the quantities, it also differ.
due to custodian accounts.

so how you guys handle?

is it possible to transfer the holding from POEM to SCB?

is it possible to ask CDP where is the 2 counters with?
 
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