I have been using the traditional broker/financial adviser model for trading stocks and bonds and other financial products for some time now. I don’t have a problem with it, but I am trying to be as diverse as possible so am thinking about opening my own account for trading.
I typically am an investor, not a trader. I have long time horizons and study my investments carefully before I jump in so I don’t do a ton of trading. I am interested to hear what platforms/companies you folks use.
My main things needed are ease of trade executions, and efficient tax reporting. I would also like access to things like corporate paper, muni bonds and the like but honestly have no idea if you can do any of this with simple platforms like Fidelity, Schwab and the other retail outlets.
Any information is appreciated.