stephenson
Thinks s/he gets paid by the post
- Joined
- Jul 3, 2009
- Messages
- 1,610
Hi All,
Sorry about title - couldn't figure out better way to say it shorter.
My IRAs are split between Vanguard and Fidelity - 35% Vanguard and 65% Fidelity.
Fidelity has all my joint taxable accounts - about 2 times amounts of the IRAs.
I have an account rep at Fidelity with monthly telecoms to broadly review status of holdings - can ask pretty much anything of the rep and he or his staff respond quickly - immediately - even weekends. I have never been offered anything like this with Vanguard.
Fidelity's site is easy to use, transparent, etc ... also has modeling and some budgeting, etc capability.
I had planned to just keep them separate and track, etc, separately, but it is a bit harder to do this with two companies, two sets of fund names for almost the same holdings, etc. I have Vanguard accounts loaded into the Fidelity site so can "see" them, but I still must review two different sets of accounts.
Here's what is in Vanguard:
VSCSX
VTIAX
VTSAX
VGSLX
VSIAX
VSMAX
I could easily find like funds at Fidelity - just sell out of Vanguard without tax implications, then buy into like funds at Fidelity.
Has anyone been through this decision process? Other factors I have missed or should consider?
Thanks!
Sorry about title - couldn't figure out better way to say it shorter.
My IRAs are split between Vanguard and Fidelity - 35% Vanguard and 65% Fidelity.
Fidelity has all my joint taxable accounts - about 2 times amounts of the IRAs.
I have an account rep at Fidelity with monthly telecoms to broadly review status of holdings - can ask pretty much anything of the rep and he or his staff respond quickly - immediately - even weekends. I have never been offered anything like this with Vanguard.
Fidelity's site is easy to use, transparent, etc ... also has modeling and some budgeting, etc capability.
I had planned to just keep them separate and track, etc, separately, but it is a bit harder to do this with two companies, two sets of fund names for almost the same holdings, etc. I have Vanguard accounts loaded into the Fidelity site so can "see" them, but I still must review two different sets of accounts.
Here's what is in Vanguard:
VSCSX
VTIAX
VTSAX
VGSLX
VSIAX
VSMAX
I could easily find like funds at Fidelity - just sell out of Vanguard without tax implications, then buy into like funds at Fidelity.
Has anyone been through this decision process? Other factors I have missed or should consider?
Thanks!