Author Topic: Fidelity? Schwab? UBS? Someone else?  (Read 2510 times)

Kris

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Fidelity? Schwab? UBS? Someone else?
« on: December 17, 2015, 07:08:41 AM »
Without explaining too much, we have to move my husband's company stock from the current company (Wells Fargo) to some other broker.  If we do nothing, it will automatically be moved to Fidelity.  I'm wondering whether y'all have a suggestion of whether we should be fine with this move or whether it would make sense to choose some other broker, based on your experience.  I know there are people here with MUCH more knowledge of brokers than I have.  I'm doing research on the web but I'm sure you'll have better suggestions than what I can find.

Frankies Girl

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #1 on: December 17, 2015, 07:10:23 AM »
Fidelity or Schwab aren't bad. UBS is horrible (personal experience).

Any reason you can't do Vanguard? I personally like Fidelity but Vanguard is the gold standard around here.

Kris

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #2 on: December 17, 2015, 07:14:00 AM »
Fidelity or Schwab aren't bad. UBS is horrible (personal experience).

Any reason you can't do Vanguard? I personally like Fidelity but Vanguard is the gold standard around here.

No, no reason at all.  I just didn't want to load the dice! :)

terran

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #3 on: December 17, 2015, 07:22:08 AM »
Fidelity is the only alternative to vanguard I would consider for our normal mutual fund investing (I have a solo 401k there), but since you're holding company stock I suppose you should look at trading commissions.

https://personal.vanguard.com/us/whatweoffer/stocksbondscds/feescommissions
https://www.fidelity.com/trading/commissions-margin-rates
http://www.schwab.com/public/schwab/investing/pricing_services/fees_minimums

honeybbq

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #4 on: December 17, 2015, 09:19:34 AM »
I have both Vanguard and Fidelity accounts and find them to be mostly equivalent.

sisto

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #5 on: December 17, 2015, 09:20:22 AM »
I like Fidelity, my work stuff is with them.

FLBiker

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #6 on: December 17, 2015, 09:42:46 AM »
We have stuff with Fidelity, Vanguard and TIAA-CREF.  They're all fine, but I like Vanguard the best.

ShoulderThingThatGoesUp

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #7 on: December 17, 2015, 11:37:36 AM »
I find Schwab's ETFs to be excellent, so if you're selling company stock ASAP and moving to index investing that would be my choice.

Kris

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #8 on: December 17, 2015, 12:22:20 PM »
Thank you all for the input!

soccerluvof4

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Re: Fidelity? Schwab? UBS? Someone else?
« Reply #9 on: December 17, 2015, 03:03:20 PM »
Vanguard-Simplistic