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I've been getting my investing house in order lately, too. For me it helps to keep things segregated by type. My funds (currently only S&P) is/are with one place, drips at another, equity accounts (both Roth and taxable) at a third. I was getting too confused with everything all over the place. It's a recent change so the only real difference so far is how well I keep track of stuff at my end, and so far it's been a remarkable improvement. Keeping appendages crossed that it holds.
ILC
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