05-01-2014, 01:16 PM
WRXodus,
We have regular and brokerage IRA accounts at Vanguard ($2 trades). Our taxable accounts are at Fidelity. Both are excellent choices. 401K is at JP Morgan/Chase. We're not thrilled with them but they seem to be making improvements (I.e trades are now $2.95 cheaper than Fidelity).
I will say that the Representatives at Vanguard and Fidelity are extremely professional and knowledgeable. Never had a problem with either.
We recently received company stock when our company exited bankruptcy. These were issued via Computershare. What a goat rope. All of my acquaintances performed a one time transfer to Vanguard, Fidelity, etc. as soon as they were able ($25 fee). Computershare is very expensive.
JMHO
Cheers,
Rob
We have regular and brokerage IRA accounts at Vanguard ($2 trades). Our taxable accounts are at Fidelity. Both are excellent choices. 401K is at JP Morgan/Chase. We're not thrilled with them but they seem to be making improvements (I.e trades are now $2.95 cheaper than Fidelity).
I will say that the Representatives at Vanguard and Fidelity are extremely professional and knowledgeable. Never had a problem with either.
We recently received company stock when our company exited bankruptcy. These were issued via Computershare. What a goat rope. All of my acquaintances performed a one time transfer to Vanguard, Fidelity, etc. as soon as they were able ($25 fee). Computershare is very expensive.
JMHO
Cheers,
Rob
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
Frederick Buechner