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Personal Finance (Not Investing) • Fidelity as a one stop shop

It seems Fidelity is not going to make a good "one stop shop" for everyone, but I'd say it's "good enough".

I'm probably headed for a "two shop" solution, using BofA for checking and Fidelity for everything else. Transfers are easy. Automatic recurring transfers are very useful.
is there any particular reason that you would choose Bank of America for your bank?
I am now at just Fidelity and BofA and find this an excellent set up in my early retirement lifestyle. Great investing platform, great cash management at Fidelity, great credit cards at BofA, good retail banking at BofA (domestic ATM, Zelle, cash, teller services, etc) and branch locations for both.
The Fidelity credit card is nice too. I just went on an international trip and used it several times. No foreign transaction fees.

Statistics: Posted by GaryA505 — Sun Jul 28, 2024 2:25 pm — Replies 6990 — Views 1332507



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