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re: Vanguard, Fidelity, or Scottrade for 401k rollover to IRA?

Posted on 1/27/16 at 8:01 pm to
Posted by gpburdell
ATL
Member since Jun 2015
1425 posts
Posted on 1/27/16 at 8:01 pm to
I used to have accounts at both Vanguard and Fidelity. A couple years ago I consolidated everything at Fidelity.

Fidelity's website (reporting, tools, etc), mobile apps, and customer service is light years ahead of Vanguard. They even have offices in major cities if you need them.

Now I prefer Vanguard products, so I mainly hold Vanguard ETFs in my Fidelity accounts (taxable and iras).

I even use Fidelity as my primary checking/billpay/direct deposit with their Cash Management account. Their atm card reimburses all ATM fees which is nice. I even used their cachback credit card which is 2% cashback, no fees and no limits.
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