Must be nice to have so much money you don't need to keep track of how many accounts you have put it in.  And then to be able to afford @PATAX fees besides!  Probably one of those "managed accounts" where you pay 1% or 1.5% of the value for the privilege of having someone else decide how to lose your money.  Has anyone seen one of these that actually resulted in increased value for the year? Or maybe it earned 3% so that the profit is evenly split.