Talk of The Villages Florida - View Single Post - Trading online vs using a broker
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Old 10-16-2013, 11:10 PM
Markam Markam is offline
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I agree with all above - especially the advice to work with Schwab, starting with their LSL office. I'm sure you could initially place trades 'on line' while there and have someone look over your shoulder to make sure you are doing it correctly. It really is quite easy.

I also use Fidelity and imagine you could do the same thing at their LSL office.

If you use Quicken to keep track of your personal finances, both Fidelity and Schwab link and update Quicken without issue.

If you are successful when doing your own research, there really isn't any need to place trades with a 'full service' broker. However, I see nothing wrong with using a trusted professional, for any service, whenever necessary.