Question:
I use Fidelity for my 401K, Ameritrade for my stocks, Wells Fargo for my checking accounts, INGDirect for my savings account, Chase for my credit cards and HELOC, and WaMu for my mortgage. I'm looking to consolidate a bit, so I don't have to deal with so many different log-ins and interfaces. I also need to open a SEP IRA before the tax deadline. If I want to at least consolidate my 401K, SEP IRA, and Stock Trading with one company, what company should I go with? Schwab? Ameritrade? Fidelity? WellsFargo? ETrade? A different company? My must-haves are:
1. No/Low Fees
2. Good Customer Service
3. Intuitive Online Interface
4. Fast and easy set up (e.g. account set up, rollover, initial deposit, etc.)
Thanks for your help!
Answer:
Vanguard will give you the lowest fees.
Schwab will probably give you the best service.
If you handle all of this on your own then Vanguard is probably your best bet. If you want someone that you can go to for professional advice about the accounts I would interview several local professionals. Someone with a CFP after their name is best.
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