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Best way to forecast net worth/future growth?
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Been using Fidelity as my bank for about 2 years and absolutely loving it
I have been using Fidelity for the past 10 years for all my banking. I do also work there which helps navigating all the offerings.
I am curious though, other than the need to make cash deposits what is the benefit of using a traditional bank vs. holding everything at a brokerage firm?
Check to see if where you have your investment accounts offer banking services. It makes it so much easier and quicker on the customer end to transfer and invest funds immediately. For example, Bank of America/Merrill, Fidelity, Schwab, JPM.
Where are you located?
What are you trying to optimize? What banking products do you use?