OneEyedDiva
SF VIP
- Location
- New Jersey
I've dealt with several brokerages over the last few decades. Vanguard's system is the most cumbersome and inconvenient. A couple of years ago, I rolled over traditional and Roth IRAs. I exchanged some of the Roth shares for a Vanguard fund. Well instead of one account for the Traditional and one for the Roths, there are three different accounts each with it's own money market settlement fund. In addition, their website is not nearly as user friendly as I'd like because their system over complicates things. So I transferred all the assets to Schwab which I've had nothing but positive experiences with, including maneuverability of their website and customer service. A Schwab representative ensured me the like accounts will be grouped together. And at least I've consolidated a bit (down from 5) although I still have two more brokerages.
How many brokerages hold your accounts and which one(s) do you like best?
How many brokerages hold your accounts and which one(s) do you like best?