Recent content by fusiforme

I am wondering if I sell a fund which issues a k1 at exactly the same price as it was purchased, will I avoid the k1? My situation is: I sold puts on a fund I did not want to own (which issues a k1), which I expected to expire. In the recent flash-crash, the fund tanked, and I got assigned...

Trying to access my volatility shares k-1 online, I receive the message: "ownership information is incorrect and must be corrected before k-1 can be created." I've never encountered anything like this before. Underneath the message is a list of buy and sell transactions. I assumed there must...

On my TD Ameritrade 1256 contracts section there are three lines that have numbers: 8 - profit or loss realized on closed contracts in 2023 10 - unrealized profit or loss on open contracts 11 - aggregate profit or loss on contracts Though I did have some unrealized profit at the time this form...

thanks! I have one more question, if you can help me. to avoid any IB interest fees on my HK position, is it sufficient for me to hold cash equal to my cost basis? I notice that the amount of HK cash I have right now exceeds the cost basis of my stock, so I'm wondering if I could solve the...

USD is my base currency but I own some stocks on the HK exchange, so I have an HK cash position in my account which is positive. Currently my TOTAL CASH is positive (because of the HK cash position) but my USD cash position negative. Can someone clarify for me, so long as my total cash is...

IB's info page explains that wires initiated before 2pm should arrive before 4pm same day. But what if you initiate the wire after the cut off period? When doing a wire from an IB account initiated in the evening , how long would it normally take to arrive in the other account? Could one expect...

That makes sense - that might also explain why I have small negative currency balances in other currencies that I can't figure out how to make go away. For example I closed out an SGD position and have a -6 SGD balance and I'm not sure how to deal with that. Is there some way to avoid the...

Thanks for your reply. When I try the conversion option , asking it to convert the entire amount of CHF to USD I get the message "There is insufficient CHF funds which may result in a negative cash balance." What does this mean?

My account shows a positive balance of CHF. When I try to do this on trader workstation nothing seems to happen. When I try on the iphone app, I get the message: "Trading CHF.USD Forex for a Model is not supported." I am not sure what this means or what I need to do to close the balance...