I recently had a portfolio company go public. Would like recommendations on best places to hold the shares before distribution to LPs. Do Etrade/Fidelity/Shwab etc allow VC funds to open accounts?
Community Member
Yes, E*TRADE, Fidelity, and Schwab generally allow VC funds to open brokerage accounts to hold shares before distribution to LPs. However, it's advisable to check with each institution for specific requirements and services tailored to VC funds.