05-13-2020, 11:31 AM
(05-13-2020, 11:25 AM)EricL Wrote: I have an account with Fidelity too, and it seems to work just fine. Has a bit more research options, although I don't like the account page layout quite as well.
Thanks. I already have a relationship with Schwab (not brokerage) so they are my first choice.
Don't want to have too many different brokerage providers, but still want to diversify. Currently we have Merrill and Ameritrade. Ameritrade will be moved this year to Schwab. If I move some accounts from Merrill to Schwab, we will have two brokerage companies, Merrill and Schwab.