Brokerage Account
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Brokerage Account (by dino [CA]) May 20, 2024 7:04 PM
       Brokerage Account (by plenty [MO]) May 20, 2024 7:07 PM
       Brokerage Account (by Bonanza [NC]) May 20, 2024 7:07 PM
       Brokerage Account (by LisaFL [FL]) May 20, 2024 7:16 PM
       Brokerage Account (by wmh [NC]) May 20, 2024 7:59 PM
       Brokerage Account (by Just Tim [AR]) May 20, 2024 8:05 PM
       Brokerage Account (by Ray-N-Pa [PA]) May 20, 2024 8:12 PM
       Brokerage Account (by MikeA [TX]) May 20, 2024 9:16 PM
       Brokerage Account (by OREO [WI]) May 20, 2024 10:55 PM
       Brokerage Account (by David [MO]) May 20, 2024 11:34 PM
       Brokerage Account (by dino [CA]) May 21, 2024 2:10 AM
       Brokerage Account (by marv [IL]) May 21, 2024 8:54 AM
       Brokerage Account (by RichE [IL]) May 21, 2024 9:13 AM
       Brokerage Account (by Pmh [TX]) May 22, 2024 8:31 AM
       Brokerage Account (by Wilma [PA]) May 22, 2024 11:27 AM
       Brokerage Account (by John... [MI]) May 22, 2024 11:31 AM
       Brokerage Account (by Tarheel T [NC]) May 23, 2024 4:50 PM

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Brokerage Account (by dino [CA]) Posted on: May 20, 2024 7:04 PM
Message:

Schwab, B of A (actually Merrill within B of A), Chase (actually JP Morgan within Chase), Vanguard, Fidelity.

For self-directed brokerage account (no management by their advisors), which of above have you been happy with??

Very few stock trades would be done. Mostly for short-term money market funds of government obligations, short-term treasuries. Not for any long term investments. Yes Treasury Direct is good but would be more convenient for me in one of above brokerages.

--172.116.xxx.xxx




Brokerage Account (by plenty [MO]) Posted on: May 20, 2024 7:07 PM
Message:

Pleased with Raymond James --172.59.xxx.xx




Brokerage Account (by Bonanza [NC]) Posted on: May 20, 2024 7:07 PM
Message:

Fidelity has been good for me.

There is a u0tube video from a guy who compares fidelity, schwab, vanguard, and someone else. Search for it. --65.188.xxx.xxx




Brokerage Account (by LisaFL [FL]) Posted on: May 20, 2024 7:16 PM
Message:

Been with Fidelity since 1985. --24.236.xx.xx




Brokerage Account (by wmh [NC]) Posted on: May 20, 2024 7:59 PM
Message:

Have Schwab and Vanguard, had Fidelity. No difference.

Like Schwab's website better, maybe? --173.28.xx.xxx




Brokerage Account (by Just Tim [AR]) Posted on: May 20, 2024 8:05 PM
Message:

Fidelity.

--68.1.xxx.xx




Brokerage Account (by Ray-N-Pa [PA]) Posted on: May 20, 2024 8:12 PM
Message:

Been with Schwab since the mid 90's --24.101.xxx.xxx




Brokerage Account (by MikeA [TX]) Posted on: May 20, 2024 9:16 PM
Message:

Fidelity's retirement planning tools are the best. --209.205.xxx.xx




Brokerage Account (by OREO [WI]) Posted on: May 20, 2024 10:55 PM
Message:

Used to be with TDAmeritrade until Schwab took them over. Loved TDAmeritrade's website. Schwab not so much. Apparently my broker doesn't like it either. We had 9 months to switch to their website. My broker waited until the very last minute. --75.11.xx.xx




Brokerage Account (by David [MO]) Posted on: May 20, 2024 11:34 PM
Message:

Vanguard.

--199.200.xx.xxx




Brokerage Account (by dino [CA]) Posted on: May 21, 2024 2:10 AM
Message:

Okay, so it seems that Schwab, Fidelity, & Vanguard are preferred over the brokerages available at major banks like Chase & Bank of America.

That was one of the things I was interested in finding out because I thought it might be very convenient to have a brokerage account within Chase or Bank of America because of an easier, faster, transfer of funds from brokerage to bank and vice-versa.

That doesn't seem to be an issue with the posts above.

I'm guessing that the access to my particular short-term investment preferences such as short-term treasuries & short-term money market funds of government obligations will be available at all three of Schwab, Fidelity, and Vanguard.

One difference though I recently realized is that I believe I would have no problem going into a Schwab or Fidelity office in my area. However, Vanguard does not have numerous offices throughout the country, so I assume everything must be done online or through the mail.

So it looks as though I'll end up the same as most above, Fidelity or Schwab.

--172.116.xxx.xxx




Brokerage Account (by marv [IL]) Posted on: May 21, 2024 8:54 AM
Message:

I like Vanguard. Especially able to purchase cd's and T Notes online. --98.34.xx.xxx




Brokerage Account (by RichE [IL]) Posted on: May 21, 2024 9:13 AM
Message:

tastytrade --172.93.xxx.xxx




Brokerage Account (by Pmh [TX]) Posted on: May 22, 2024 8:31 AM
Message:

Fidelity. cash trfrs are done same day. I would not use a bank. fees will be higher. --166.198.xxx.xxx




Brokerage Account (by Wilma [PA]) Posted on: May 22, 2024 11:27 AM
Message:

Vanguard for us - terrific customer service. When hubby's dad died, his widow was clueless, and all of their investments were there. The reps walked us through all the details of how to change over the accounts to just her name and how to get my hubby authorized to transact on her behalf.

The rep also realized that the non-retirement trust account was named improperly from the beginning (intended to be a revokable living trust, was simply called a trust - I forget the implications, but we were advised to get that taken care of using the original legal documents, so that things would be simpler when his mom passed).

So when I inherited from MY dad, we invested with Vanguard, too. Low fees, pretty user-friendly website. --98.114.xxx.xxx




Brokerage Account (by John... [MI]) Posted on: May 22, 2024 11:31 AM
Message:

Schwab, Fidelity, & Vanguard are all good options. Most people tend to think that, out of those three, Schwab has the best website for doing your own stuff.

--107.181.xxx.x




Brokerage Account (by Tarheel T [NC]) Posted on: May 23, 2024 4:50 PM
Message:

Vanguard. their money market settlement fund averages .25% higher than others. --172.59.xxx.xx



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