StillHacking
Dryer sheet aficionado
I'd strongly encourage you to talk to Schwab too. In both cases start by talking to the branch manager. Even if you are sure about Fidelity, you might be able to run the two off against each other. Alternatively you might find Schwab offers a better deal.
Also, wherever you go, be sure to interview at least a couple of reps. Explain to the branch manager what kind of rep you are looking for -- all aspects. Experience, sex, investing interests, etc. and have him/her pick out a couple of candidates for you to talk to. Make sure you click with the rep. brokercheck, too.
To get the best goodies you may have to transfer more than a portion of your portfolio. But maybe the carrot of getting everything will be enough.
Good luck; keep us posted.
I guess I should speak to them as well. Maybe some others. The new contact at Stifle seems OK. Now that I've been given a reason, splitting not necessarily evenly could be a good learning experience.