Looking to consolidate some of my investment/ financial platforms. Looking to consolidate for my personal investments outside 401k and RSUs. Here are the current platforms I have (and primarily why they are on my radar) I currently have Fidelity (primary: 401k, HSA from company), Meril Lynch (primary: Bank of America banking) and E-Trade (primary: RSUs from work, previously Morgan Stanley.)
So what are everyone's thoughts on:
Fidelity
E-Trade
Merill Lynch