ExFlyBoy5
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Yes, I get this question is as loaded as "Chevrolet vs. Ford" or "City v. Country" but I am asking anyway...
I have used VG almost exclusively and have little experience with TDA. Recently, my DD passed away and his brokerage house was TDA. I have since inherited said holdings and have taken care of everything in regards to the stepped up basis, etc. I have discovered that I actually *like* the TDA application/website a little better than Vanguard, but not sure if that's enough reason to leave those assets w/ TDA and not move it all to VG.
My holdings in VG are a few equities, but mostly VTSAX (a brokerage account and tIRA). In Dad's account(s), there *were* quite a few equities that I sold and would move to VG and put into VTSAX, or put it in SPTM if that cash remains w/ TDA.
So, what are your thoughts? I haven't had to talk to anyone in person w/ VG so can't really tell how the customer service is. I *have* talked to several folks at TDA, and while initially I was having issues, once I got to talk to the correct department, they were able to help. AND...the local branch called me later to make sure everything was taken care of, which I haven't had with another bank/broker EVER.
I have used VG almost exclusively and have little experience with TDA. Recently, my DD passed away and his brokerage house was TDA. I have since inherited said holdings and have taken care of everything in regards to the stepped up basis, etc. I have discovered that I actually *like* the TDA application/website a little better than Vanguard, but not sure if that's enough reason to leave those assets w/ TDA and not move it all to VG.
My holdings in VG are a few equities, but mostly VTSAX (a brokerage account and tIRA). In Dad's account(s), there *were* quite a few equities that I sold and would move to VG and put into VTSAX, or put it in SPTM if that cash remains w/ TDA.
So, what are your thoughts? I haven't had to talk to anyone in person w/ VG so can't really tell how the customer service is. I *have* talked to several folks at TDA, and while initially I was having issues, once I got to talk to the correct department, they were able to help. AND...the local branch called me later to make sure everything was taken care of, which I haven't had with another bank/broker EVER.