Hello,
We will be selling the property my mother lives in and she will be moving into an elderly apartment complex. I'm looking for an easy investment service that doesn't generate a mess for taxes. Currently I've been using Charles Schwab intelligent portfolio for a small amount of money we manage for her and it's generated about 50 transactions I need to go through and validate in Turbotax. This isn't a huge amount of work. But if we plan on utilizing this service more I don't want more tax mess. Any tips?