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Re: Brokerage accounts
Old 05-02-2007, 12:03 PM   #3
Recycles dryer sheets
 
Join Date: Jun 2005
Posts: 55
I recently transferred two of my accounts to Fidelity (from Smith Barney and Merrill Lynch), one an IRA and one a taxable, and have been very happy with their services... I initially went into the Fiedelity office and consulted with one of their reps, came back to her to make the transfer, solve problems, ask questions....all handled very well. Their online (the primary way I do business) and telephone services were wonderful also. Fidelity also raised my "status" and lowerred my fees ($8 transaction) more than my account balances warranted..... Indeed, I was so pleased that I transferred a second account. I also checked out Vanguard, but preferred Fidelity (it was close, though).

I also have a fairly sizeable account at T Rowe (both taxable and retirement) since I like their mutual funds and I've been very happy with their services too. I had a small brokerage account there too, but found their software a bit more cumbresome their fees higher than Fiedelity's. (While my T. Rowe Brokerage account is still officially open, I've sold my individual stock holdings and moved them to mutual funds).

Hope that helps!

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