KB
Thinks s/he gets paid by the post
I’ve found over the years that I have accumulated more accounts than I want to keep track of separately. I do my regular banking at a credit union, have CDs at Penfed, savings at Emigrant Direct, HSA at another credit union and a variety of accounts at Vanguard (Roth, IRA and Individual) . I’ll need a brokerage account sometime soon to hold some bonds that I’ll be receiving and thought I might open one at Vanguard .
I’d like to consolidate some of these accounts in 2010. I noticed a thread recently on the Wells Fargo PMA and I’m somewhat familiar with the Merrill Lynch CMA which is similar. Has anyone consolidated most of their accounts at Vanguard? Surprisingly enough, Vanguard has CDs at almost the same rates as Penfed. Now, I don’t know whether they did back in the days of 6% CDs, but they do now.
How do you have your multiple accounts set up and are there any suggestions for consolidating with any different companies?
Thanks in advance.
I’d like to consolidate some of these accounts in 2010. I noticed a thread recently on the Wells Fargo PMA and I’m somewhat familiar with the Merrill Lynch CMA which is similar. Has anyone consolidated most of their accounts at Vanguard? Surprisingly enough, Vanguard has CDs at almost the same rates as Penfed. Now, I don’t know whether they did back in the days of 6% CDs, but they do now.
How do you have your multiple accounts set up and are there any suggestions for consolidating with any different companies?
Thanks in advance.