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01-30-2006, 01:58 PM
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#1
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Dryer sheet aficionado
Join Date: Sep 2002
Posts: 26
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Need recommendation
Hi All - I've been using Harris Direct as my brokerage firm for many years (and through many mergers over those years), but I believe I've reached the end of my tether. E-Trade bought Harris late last year, citing Harris' reputation of excellent customer service (which E-Trade intended to keep!) etc etc - well for over 3 weeks now I've been trying to contact someone at E-Trade to get access to my brokerage and MMF accounts, to no avail.
So I'm about to move my accounts over to another institution - can any of you recommend a good solid brokerage company, that believes in low-cost and easy on-line trades, good customer service?
Thanks
Rosalita
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01-30-2006, 02:28 PM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Re: Need recommendation
They aren't the cheapest (but very competitive), but I have had good experience with Schwab.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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01-30-2006, 02:57 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Jun 2005
Posts: 4,005
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Re: Need recommendation
I have a brokerage account with fidelity. I get $11 trades I believe. That's for account balances higher than $50,000 or $100,000 (can't remember which).
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01-30-2006, 03:27 PM
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#4
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Moderator Emeritus
Join Date: Dec 2002
Location: Oahu
Posts: 26,839
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Re: Need recommendation
Welcome to the board, Rosalita.
Quote:
Originally Posted by justin
I have a brokerage account with fidelity.* I get $11 trades I believe.* That's for account balances higher than $50,000 or $100,000 (can't remember which).
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I've been with Fidelity for just under 20 years. I've been trading stocks on their website since the late '90s.
Never had a problem. Never been patronized or condescended to. The website just keeps getting stronger and offering more features (like trailing % sell stops). The trades just keep getting cheaper & faster. The documentation & communication keeps improving. My dumbest questions are answered as if I was paying them six-figure commission revenues and the trading desk doesn't play waiting games.
It might be worth asking if they'll give you free trades for opening a new account or for having one of us refer you. I bet they're getting a lot of Harris/e-trade alumni this month...
__________________
*
Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
Author of the book written on E-R.org: "The Military Guide to Financial Independence and Retirement."
I don't spend much time here— please send a PM.
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01-30-2006, 03:38 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Apr 2004
Posts: 1,463
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Re: Need recommendation
I also use Fidelity and have been very happy with them. Their customer service has been outstanding.
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01-30-2006, 03:46 PM
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#6
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2005
Location: Central MS/Orange Beach, AL
Posts: 8,965
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Re: Need recommendation
Fidelity man here too. Always been easy to deal with.
__________________
Retired 3/31/2007@52
Investing style: Full time wuss.
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01-30-2006, 03:54 PM
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#7
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Posts: 2,670
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Re: Need recommendation
Quote:
Originally Posted by Sheryl
I also use Fidelity and have been very happy with them.* Their customer service has been outstanding.
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I agree. I have funds with Fidelity too. Great company to deal with and the people with whom I have spoken at Fidelity know their stuff.
__________________
No man is free who is not master of himself. --- Epictetus
Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo
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01-30-2006, 05:40 PM
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#8
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 7,073
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Re: Need recommendation
Fidelity customer too..
Another advantage is that they maintain investor offices in many large cities so you can do a face-to-face if you want to.
__________________
Duck bjorn.
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01-30-2006, 05:50 PM
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#9
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Dryer sheet aficionado
Join Date: Sep 2002
Posts: 26
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Re: Need recommendation
Awesome!! Thanks so much everyone. I'll check out Fidelity.
By the way, does anyone know how you get the quotes beneath your name? I'm not to sure how I earned the "dryer sheets" comment .......! Little odd. Did you have a dryer sheet debate on this board?
And final question I promise - I came over from the Motley Fool boards after they were charging and I wasn't using it enough to justify the charge (ie frugal). Are they still charging over there? And is this board just as good? No offense to anyone.
Thanks
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01-30-2006, 06:28 PM
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#10
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Thinks s/he gets paid by the post
Join Date: Feb 2004
Posts: 2,670
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
... I came over from the Motley Fool boards after they were charging and I wasn't using it enough to justify the charge (ie frugal).* Are they still charging over there?* And is this board just as good?* No offense to anyone.
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"Motley Fool" morphs very quickly to "Mostly Fools."
After a couple of years on this board, some people still impress me with the information and advice they give.
Think of this board as the forum that keeps on giving.
__________________
No man is free who is not master of himself. --- Epictetus
Enjoy Yourself (It's Later Than You Think). --- Guy Lombardo
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01-30-2006, 06:35 PM
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#11
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jun 2002
Location: Texas: No Country for Old Men
Posts: 49,490
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
By the way, does anyone know how you get the quotes beneath your name? I'm not to sure how I earned the "dryer sheets" comment .......! Little odd. Did you have a dryer sheet debate on this board?
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Welcome to the board Rosalita. For answers to the dryer sheet mystery, start here:
http://early-retirement.org/forums/i...82830#msg82830
__________________
Numbers is hard
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01-30-2006, 10:32 PM
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#12
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Thinks s/he gets paid by the post
Join Date: Feb 2003
Location: Mesa
Posts: 3,588
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
Hi All - I've been using Harris Direct as my brokerage firm for many years (and through many mergers over those years), but I believe I've reached the end of my tether.* E-Trade bought Harris late last year, citing Harris' reputation of excellent customer service (which E-Trade intended to keep!) etc etc - well for over 3 weeks now I've been trying to contact someone at E-Trade to get access to my brokerage and MMF accounts, to no avail.*
So I'm about to move my accounts over to another institution - can any of you recommend a good solid brokerage company, that believes in low-cost and easy on-line trades, good customer service?
Thanks
Rosalita
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Hi Rosalita, I became victim of the E-Trade buyout of HarrisDirect too. What a nightmare? So far, E-Trade has screwed up everything and been impossible to contact.
I'm leaning toward Schwab based on a wide range of advice I've received. But this board seems to be enamored with Fido. I guess I'll check them out too. I have a Fido 401(k) and their service is good enough for that account.
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01-31-2006, 05:52 AM
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#13
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Re: Need recommendation
Quote:
Originally Posted by ((^+^)) SG
Hi Rosalita,* I became victim of the E-Trade buyout of HarrisDirect too.* What a nightmare?* So far, E-Trade has screwed up everything and been impossible to contact.
I'm leaning toward Schwab based on a wide range of advice I've received.* But this board seems to be enamored with Fido.* I guess I'll check them out too.* I have a Fido 401(k) and their service is good enough for that account.* * 
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SG, I don't think you could go wrong with either, based on the service I have gotten with both Schwab and Fido. I think Schwab offers more comprehensive services (banking offerings, etc.), but if all you want is a competent, reasonably priced broker, then pick the one with offices convenient to you.
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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01-31-2006, 07:35 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Apr 2004
Posts: 1,463
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
Awesome!!* Thanks so much everyone.* I'll check out Fidelity.
By the way, does anyone know how you get the quotes beneath your name?* I'm not to sure how I earned the "dryer sheets" comment .......!* Little odd.* *Did you have a dryer sheet debate on this board?
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Click the Profile button at the top of the page and you can learn how to display all sorts of made up stories interesting facts about yourself.
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01-31-2006, 09:05 AM
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#15
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Recycles dryer sheets
Join Date: Mar 2005
Posts: 75
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Re: Need recommendation
Quote:
Originally Posted by ((^+^)) SG
Hi Rosalita, I became victim of the E-Trade buyout of HarrisDirect too. What a nightmare? So far, E-Trade has screwed up everything and been impossible to contact.
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Hmm .. I am/was with BrownCO , just bought out by E-Trade. Wonder if I can look forward to the same treatment.
Anyone here use Scottrade ? Heard they were a good company also.
Christopher
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01-31-2006, 12:32 PM
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#16
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Moderator Emeritus
Join Date: Dec 2002
Location: Oahu
Posts: 26,839
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
And final question I promise - I came over from the Motley Fool boards after they were charging and I wasn't using it enough to justify the charge (ie frugal).* Are they still charging over there?* And is this board just as good?* No offense to anyone.
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Motley Fool has lost their way, although their Teenager's Guide to Investing is still pretty good.
Apparently this board is one of the MF's mutinies spinoffs when MF went to subscriptions. So this board (and Intercst's board, and Raddr's board) has the best of what used to be the MF posters.
__________________
*
Co-author (with my daughter) of “Raising Your Money-Savvy Family For Next Generation Financial Independence.”
Author of the book written on E-R.org: "The Military Guide to Financial Independence and Retirement."
I don't spend much time here— please send a PM.
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01-31-2006, 01:11 PM
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#17
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Recycles dryer sheets
Join Date: Apr 2004
Posts: 159
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Re: Need recommendation
Hi Chris--
I used to use the "Big Guns"of Wall Street when I bought stock, but their fees were astronomical. I like to deal with live bodies, so I started using Scottrade at one of their offices. Very impressed and very happy. They went above and beyond--and I appreciate great customer service.
Professor
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01-31-2006, 01:18 PM
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#18
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Location: Lawn chair in Texas
Posts: 14,183
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Re: Need recommendation
Heck, I appreciate ANY customer service...
__________________
Have Funds, Will Retire
...not doing anything of true substance...
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01-31-2006, 06:48 PM
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#19
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Dryer sheet aficionado
Join Date: Sep 2002
Posts: 26
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Re: Need recommendation
I think I get it now - the dryer sheet thing that is. You all have a healthy warped sense of humor. I like that!!
I can't seem to get to the Intercst board - is it down or the link broken?
By the way, I remember Intercst from Motley Fools - is he still fully vested in equities? I loved how he'd been able to retire and eschewed real estate for I believe Dell stock only. Does anyone know if that's still the case.
And Galeno - the former doctor who was living in Costa Rica (or somewhere else in Sth America) who was very helpful and full of ER information. Is he still around and ER'ing?
Rosalita
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01-31-2006, 07:42 PM
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#20
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Location: Los Angeles area
Posts: 1,698
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Re: Need recommendation
Quote:
Originally Posted by Rosalita
And final question I promise - I came over from the Motley Fool boards after they were charging and I wasn't using it enough to justify the charge (ie frugal). Are they still charging over there? And is this board just as good? No offense to anyone.
Thanks
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For the most part, this board is much better - none of the political
garbage that has taken over most of the MF boards. However, the
Fool REIT board is unmatched on the net (IMO) if you are interested
in REITs, mainly due to the contributions of a few highly qualified
individuals (Reitnut, JimLuckett, . . .) and the organizational efforts
of a few others.
__________________
learn, work, save, invest, fire
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