↗ https://reddit.com/r/investing/comments/1qxzd69/which_brokerage_companies_have_good_web_interface/
I was hoping to transfer an IRA account to Fidelity. Their website allows customers to give nick name to account. That's nice, except once I gave the account a nickname, I can no longer see what type of account that is.
Vanguard allows account nick name and restoring nick name to default name. I am almost sold. But their transfer process seems really messy. I don't want anyone to make a mistake, as it can have tax consequences to me.
Can anyone here recommend good brokerage companies with good web interface and good process when it comes to IRA transfer?