Does anyone use all 3 Brokerages? I already have accounts at Fidelity and Vanguard but am seriously thinking about adding Schwab as well. I would prefer to consolidate everything to Fidelity but that’s not possible until I retire, in the meantime Schwab is offering a $1,000 to transfer a couple accounts and I wanted to experience their platform anyway before I make my final decision on a single brokerage. These are Roth accounts held at Vanguard so no tax implications plus I would avoid the new $100 Vanguard account closing fee. It does add a little complexity, not sure it’s worth it. Any Thoughts
Statistics: Posted by Mr. Potter — Sun May 26, 2024 11:14 am — Replies 34 — Views 1538