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Subject Expert
Fidelity and vanguard. I prefer fidelity
Thanks!
I do not recommend Merrill, Robinhood or SoFi, especially for traditional IRAs and Roth IRAs if you do conversions every year. You have to fill out a paper form. For Fidelity, Vanguard and Schwab, you transfer it just as if you were transferring money between accounts. I’m finally at the stage where I value convenience. I have recently moved all of my accounts/funds to Fidelity. I also considered Vanguard and Schwab, but Fidelity offers a free HSA without maintenance fees. You can change your beneficiaries for all of your accounts on one page and copy it from one account to the other. They have customer service agents 24/7. Sofi I know for sure only has it during limited business hours during weekdays. Fidelity also follows up quickly on account transfers. SoFi and Merrill will not follow up and not alert you with an account transfer was rejected. It still show on the customer screen that they need documents from you when you already submitted documents two weeks ago.
Apologies for anything that doesn’t make sense. I use speech to text which doesn’t do the best job.
I just use Fidelity. Trading interface is a little quirky, and I liked Etrade's portfolio reporting a little better, but you can't beat the breadth of offerings and having everything from 401ks to Crypto to checking accounts to 529 plans in one place.
Agree with this. Also the trading platform for Fidelity is little antiquated but pretty solid
Vanguard platform/user experience is stuck in 1995
Wealthfront all the way. I’ve been with them many years and done well. I have my high yield checking there too.
Use this link to open a Wealthfront Cash Account. Once you fund it, you'll get a 0.50% APY boost! https://www.wealthfront.com/c/affiliates/invited/AFFB-V438-WE0E-FI6N
Subject Expert
Vanguard, Fidelity, and Schwab have long been considered the "big three."
I only use fidelity so dont know about other platforms. Despite the UI, i am a happy with it
All my accounts are at Fidelity. I've connected my non-fidelity credit and debit cards to my brokerage account to track my spending via an account feature they have. It's a great way to see what you actually spend and the category of each expenditure. Fidelity also offers free financial planning for everyone with an account there. Note that that isn't investment advice -that's not free, but planning is.
No Vanguard period.
I would only buy Vanguard’s ETF. That is the only thing. Would you put you money in Dollar Tree?
Subject Expert
What? Can you elaborate?