OP..I’ve actually been trying to decide between Vanguard and Fidelity. Both have pros and cons, but I’ve been leaning towards Fidelity. I have heard from multiple sources that Fidelity’s customer service is a lot better than Vanguard has been of late. If you don’t mind telling, which funds did you find that are closed to new investors?

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Posted by bulldog95

North Louisiana

Member since Jan 2011

20729 posts

Posted on 3/12/20 at 4:46 am to BG333

Overview: Top Roth IRA accounts in February 2020:

Charles Schwab: Best overall.

Betterment: Best robo-adviser.

Fidelity: Best for beginners.

Interactive Brokers: Best for active traders.

: Best for alternative investments.

Vanguard: Best for low costs.

Merrill Edge: Best for in-person help.

I don’t have a preference either way. I’m currently contributing my max that my company matches $1 for $1 the first 6% at work in my 401K and I’m looking at opening up a Roth when I get my yearly bonus in May ($15,000 +) this year so I’m doing research now. Good luck.

For simplicity purposes would it be better to open a Roth through the company (Merrill) that my company uses for its 401K or look into using a different company. I’m just wondering if it’s better to keep everything in house with the same company or use different ones for a range of investing options and investments.

Anyone here have experience using USAA for investing

This post was edited on 3/12/20 at 6:14 am

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Posted by prostyleoffensetime

Mississippi

Member since Aug 2009

11484 posts

Posted on 3/12/20 at 6:57 am to BG333

quote:
If you don’t mind telling, which funds did you find that are closed to new investors?

Sure, this is just an article I ran across. There’s a lot of high performing Fidelity funds, but if you read the descriptions of each, a couple will say they’re closed to new investors. LINK

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