{ "media_type": "text", "post_content": "Who should I open a brokerage acct with? Already have Vanguard acct for Deloitte's 401k. Any favorites? TD? Schwab?", "post_id": "5803992fdcfbf90e003585be", "reply_count": 10, "vote_count": 1, "bowl_id": "552d1d24dc1c586b09d2d051", "bowl_name": "Consulting" }

Who should I open a brokerage acct with? Already have Vanguard acct for Deloitte's 401k. Any favorites? TD? Schwab?

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I use vanguard for everything. Easy to keep it all in one place, and vanguard has. Set good, low expense funds

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Fidelity is excellent and their professional advisors know their shtuff!!!

I use fidelity.

Robo Advisor

Fidelity is an independence issue.

I use TD. Check the list of auto import brokers and choose from one of them. You'll have to use an auto import broker once you make manager. Having everything lined up before then will save a lot of work when that time comes.

I used Schwab. They are great.

Schwab. Get schwab Amex platinum and covert points to cash. Work expenses pay for the card.

Schwab is off limits for Deloitte

Vanguard

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