SnowballCamper
Full time employment: Posting here.
- Joined
- Aug 17, 2019
- Messages
- 691
I have been a long time USAA customer. The key advantage has been to have banking, insurance, and brokerage all in one place. I'm sure I could have shopped around and found a better deal here or there, but the convenience has been great, and the customer service has been outstanding.
However, they are giving up the brokerage and transferring all the investment accounts to Schwab. I'd like to hear from current and former Schwab clients about your experience. We have two Roth IRAs, a Coverdell ESA, and a regular brokerage that would be affected. We don't do any trading strategy beyond buy and hold / rebalance regularly (ETFs and MFs, with a couple stocks currently).
Thanks in advance.
However, they are giving up the brokerage and transferring all the investment accounts to Schwab. I'd like to hear from current and former Schwab clients about your experience. We have two Roth IRAs, a Coverdell ESA, and a regular brokerage that would be affected. We don't do any trading strategy beyond buy and hold / rebalance regularly (ETFs and MFs, with a couple stocks currently).
Thanks in advance.