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Anonymous

28 Dec 2020

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General Investing

Which brokerages offer custodian accounts that allow me to invest with SRS funds?

Which brokerages allow me to invest using SRS funds, but are also custodian accounts?

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Lai Chong Chao

28 Dec 2020

I've been checking around and it seems like POEMS is the only one that I found so far allow using SRS funds. Other brokerages like IG, Saxo, TD Ameritrade and Tiger brokers do not allow.

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Matt

31 Jan 2020

As far as I know you can only invest SRS with the account provider (Ocbc etc) or with a fee robo advisors like Endowus and Autowealth. I'm personally using Endowus to invest my SRS.

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OCBC BCIP allows us to use SRS fund to invest with additional charges. Can we transfer the shares purchased to our own CDP that is bought with SRS funds? If yes, means we can avoid tax in future?

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