Talk of The Villages Florida - View Single Post - Charles Schwab
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Old 08-06-2024, 03:07 PM
DAVES DAVES is offline
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Originally Posted by ithos View Post
Bad day to be offline. Need to find another online broker.

Any recommendations?
It is all a matter of OPINION. I've never dealt with Scwabb except to see their TV ads.
I have had or do have accounts with T Rowe,Vanguard Fidelity, Franklin and RBC Daine.
Assuming you are in the Villages a major advantage for FIDELITY is you can take your golf cart to Lake Sumter and talk to A HUMAN. By phone they are opened 24 hours a day seven days a week. Part of knowledge is knowing WHO to ask. You may get a reply to a complex issue. You want to talk to he/she is not in would you like to call them or I can have them call you.

It may be easier, but no reason to all or nothing. Perhaps part of diversity is to NOT have all your money, investments in one place. Last two on my list were closed years ago for cause. RBC, I bought triple tax free bonds. The guy I dealt with left. Clearly their security was/is compromised because he contacted me to move my account to his new firm.
Book entry bonds, you need to hold them at a broker.They tried to charge me fees for holding the bonds THAT THEY SOLD ME. I had have an account at Fidelity. No money in it for them. They held the bonds for me at no charge. For years after RBC would call trying to sell me whatever. .