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That’s correct about Vanguard, their customer service leaves a lot to be desired. I put off opening a SEP there because I’m 100% sure the ‘investment specialist’ was reading of a cue card during our phone conversation.
Also heard that vanguard has issues with customer service, record keeping, fixing mistakes etc. Is the tax savings enough for me to choose vanguard over fidelity?
For an individual account I prefer Fidelity because:
-all my accounts are at one place
-Active Trader Pro app is pretty cool, has 2nd level market info and after hour trading
- 0 commissions for any trades
Fidelity if you plan to trade individual stocks, otherwise Vanguard.
If you’re not going to be actively trading, fees are negligible. Fidelity has good customer service. I haven’t had any issues with their record keeping. I also like their trading tools and market info.
Voyager customer service at Vanguard is fine in my experience. I keep it together because my IRAs are at Vanguard and that makes things simpler. I don't actively trade so ymmv