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Personal Finance (Not Investing) • What does your setup using Fidelity CMA and Brokerage accounts look like?

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DW and I are joint on a Fidelity CMA. I use it for only one thing now and that's to sweep the full 2% from the Fidelity/Elan credit card into. All "real" financial accounts including checking, savings, etc are at DCU, the credit union I've been with for over 30 years. We do have Roth and traditional IRAs at Fidelity while I also have a traditional IRA and a taxable account at Schwab. Being retired now, I have simplified and closed down many broker and bank accounts. I'm having trouble deciding between Fidelity and Schwab and not making that choice at this time.

Statistics: Posted by Jack FFR1846 — Tue Jul 16, 2024 11:48 am — Replies 33 — Views 1859



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