CyclingInvestor
Thinks s/he gets paid by the post
I have been at Schwab since 1998. The few times I have needed assistance (401k transfers, first 72t transfer, etc) they have been very responsive.
I have been a long-time customer of Schwab, Scottrade, and Ameriprise, all with self-directed brokerage and IRA accounts.(snip)
It's Ameriprise, the brokerage often disparaged on this forum.I also use Scottrade, for a Roth IRA. Do you mean Ameriprise or Ameritrade?
It's Ameriprise, the brokerage often disparaged on this forum.I also use Scottrade, for a Roth IRA. Do you mean Ameriprise or Ameritrade?
I was a long-time Vanguard customer and proponent until they decided I am a persona non grata because I live in Canada.
Now after switching to Fidelity, I'm very satisfied with their website, customer service, and fees. At my level of assets, I have a personal account executive who actually phones me up to see if he can do anything for me...nice.