Been with Fidelity forever and have been consolidating everything there over the last several years.
- My wife and I each have our IRAs there which were funded by 401K rollovers from our previous employers
- We have our taxable brokerage account there, too.
- Had a taxable account at Vanguard but closed it as part of a tax loss harvesting a few years ago and moved the money to the Fidelity taxable account.
- Same as above for a Schwab account we once held.
- I have an HSA I opened there and I do a custodian to custodian transfer from the corporate sponsored HSA at HealthEquity to Fidelity about every 3 paychecks. I retire in April at which point I'll transfer the remainder and completely close the HealthEquity account.
- My 401K is at Vanguard and I use the brokerage option at TD Ameritrade for 99% of my 401K holdings. I'll have a true-up in June of this year and a final one in June of 2024 for corporate matching. So probably won't move any of that over to my Fidelity IRA till the True-ups are done, but haven't 100% decided that yet.
- Checking account, along with our credit card, is at our Credit Union.
Nothing but good things for me at Fidelity and the fact that they have 2 brick and mortars here in Austin is convenient, though rarely needed. I have somebody assigned to me at Fidelity due to the value of my portfolio, but I'm a heavy DIY'er so I never meet with the individual, and pretty much ignore their calls or emails requesting a sit-down.
Oh and other than the settlement funds, none of our holdings are funds provided by Fidelity. All ETFs from iShares and Schwab. No commissions and can purchase fractional shares.
I'm sure they love customers like us.
Cheers,
Big-Papa