That is an interesting data point if office support is a criterion. It isn't my highest but also not off the radar. Schwab has a local office but I've been told by some locals that they are really there just to pick up the wealth management crumbs from the higher end firms, not support the retail business.My experience this past month has differed.Fidelity is fantastic at this. They will take charge and make it happen. ….
When I called the local office initially in early May, they were kinda like “meh, you can do it all online”. I specifically told them we had two Roths, two IRAs, one joint brokerage, one irrevocable trust, and one 529, and wanted to add a CMA and DAF. Se we did it online, and it was very easy, and the reason I posted on this thread.
The 529 needs a form. The form is not clear if you need a Medallion or not (space for it, but no instructions, so the office is close and we went in. The office folks said they would send it along for processing, but that was two weeks ago and it does not show on the Fidelity transfer status paid, like the other accounts all did.
Honestly, the Vanguard folks have been better on the transfer out than the Fidelity folks as I needed to shut down my wife’s i401K into traditional, and move my work 401k to traditional, and do some ETF conversions prior to transfer.
But I am very very pleased with the Fidelity platform, the cash management features, and overall the customer service folks have been good, just not fantastic. So YMMV.
Statistics: Posted by jebmke — Sun Jun 23, 2024 7:20 am — Replies 27 — Views 1835