Fidelity or Vanguard for taxable brokerage acct? I have fidelity now for 401k and Ira and like it, but have heard that vanguard is more tax efficient.

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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.

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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

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