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Managing a conflict of interest[edit]

Information icon Hello, Franklinltsung. We welcome your contributions, but if you have an external relationship with the people, places or things you have written about on Wikipedia, you may have a conflict of interest (COI). Editors with a conflict of interest may be unduly influenced by their connection to the topic. See the conflict of interest guideline and FAQ for organizations for more information. We ask that you:

In addition, you are required by the Wikimedia Foundation's terms of use to disclose your employer, client, and affiliation with respect to any contribution which forms all or part of work for which you receive, or expect to receive, compensation. See Wikipedia:Paid-contribution disclosure.

Also, editing for the purpose of advertising, publicising, or promoting anyone or anything is not permitted. Thank you. MrOllie (talk) 21:27, 26 September 2022 (UTC)[reply]

Hey MrOllie, there is information around my father, and the information is from JP Morgan; am wondering how to provide you with the evidence you need [which one does have in PDF from JP Morgan on the transaction they completed]. Everything in that is verbatim from the JPM PDF. Pardon, but do not see a way to attach or send a PDF? thank you. Franklinltsung (talk) 21:31, 26 September 2022 (UTC)[reply]
We went over this on your last account - you should not be writing about your family members (that is a clear conflict of interest), and sources must be independent. A PDF from JP Morgan isn't an independent source. Nor is a churnalism rewrite of a press release on cnet - especially since the cnet posting doesn't support what you're trying to add to the article. - MrOllie (talk) 21:38, 26 September 2022 (UTC)[reply]
But there isn't anyone left really alive to talk about that era, many have died, retired, and a few are still in the workforce/......mind you this was 1998.......and there's physical reports of defunct magazines as well, [how to provide that over to wiki?], ....mind you, would like to understand, fully, how else would anyone know about this if the other partners have perished/died? Is it that one goes about to other institutions, then have them post this to Wiki? Say Columbia University etc? Franklinltsung (talk) 21:42, 26 September 2022 (UTC)[reply]
If we can't source it properly, we leave it out, especially in a case like this where the claims are conflicting with other sources we already have. You're saying digiTrade was first in '94 when E-Trade had been around since '91. MrOllie (talk) 22:00, 26 September 2022 (UTC)[reply]
Understood, it's certainly a high standard, 100% agree w/ the standards. On E-Trade vs. digiTRADE, digiTRADE was the first online brokerage infrastructure that other institutions white labeled to launch their online brokerage capabilities [verified revenue and contracts with independent publications], hence the references for Citibank, Chubb, LPL Financial, Bear Stearns, they [and others] launched their online brokerage capabilities on top of digiTRADE enterprise infrastructure for online brokerage while E-Trade [unfamiliar with their specific launch dates] was always direct to retail [B2C], vs. digiTRADE was the first B2B. Not sure if this helps but this is the accurate and clear distinction., Franklinltsung (talk) 22:06, 26 September 2022 (UTC)[reply]
Hey Ollie, have reached out to our relationships at Morgan Stanley that now owns E*TRADE, this might take a few months w/ their internal team for diligence and cross checking, but how do we jointly come back to wikipedia? It's likely after connecting w/ Morgan Stanley, they'd advise on other channels of comm's but wanted to ask at this moment, with less knowledge of communication protocols, how this would be best managed? Franklinltsung (talk) 01:20, 28 September 2022 (UTC)[reply]
Given that all sources need to be independently written and published, I don't see how anything you might get from their internal team would be usable on Wikipedia. If you have any further questions on Wikipedia in general you may direct them to the WP:TEAHOUSE. MrOllie (talk) 01:28, 28 September 2022 (UTC)[reply]