My employer provides me with a 401k with Fidelity to which I added an individual taxable brokerage account. My account with Fidelity has taken forever to setup and all interactions just feel clunky.
I visited a Charles Schwab physical branch and was totally won over by their customer service. I need an additional checking account so I opened one linked to a Schwab brokerage account. The account is already up and running and customer service has been absolutely amazing. Any sort of fund transfer is much much quicker than fidelity.
I’d like to keep both brokers but having a hard time organizing and deciding how to split my investments efficiently and cost effectively. I’d also like to avoid any overlap.
Edit- I have a pending application for fun with RH that I might just cancel