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ColoradoWealthManagementFund's avatar

How did you come down to Fidelity and Robbinghood? I have accounts with Fidelity and Schwab. If I could, I would transfer the Fidelity accounts to Schwab. Fidelity restricts trading on some shares and has generally been unimpressive when I needed to call them.

Better than Robbinghood, but still...

Enjoying your articles. Keep it up!

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WealthWise's avatar

Great question, I tried Robinhood, E-Trade, Think or Swim, & Fidelity. I have not tried Schwab though which is why it wasn't in my consideration set.

I picked Fidelity because I found it most convenient to manage and I found their customer support very helpful. I will try out Schwab too, now that I know about it. Thanks!

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ColoradoWealthManagementFund's avatar

Thanks for the answer. They have some bonuses for transferring accounts sometimes, so you might get paid for the move if you like it. I think it's the most popular choice among my customers.

Enjoying the articles. Keep up the good work.

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WealthWise's avatar

Just looked into it. Bonus does looks good: https://www.schwab.com/referral

Thanks for sharing.

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