I have the following accounts: Fidelity: HSA and 401K accounts Morgan Stanly: RSU ( include vested ones) Robinhood: Stocks, ETF and crypto. Ameritrade: Stocks. Coinbase: crypto. How can I combine all accounts (excluding crypto) into single brokerage service. which one you choose and why? #401k #HSA #stocks #crypto #robinhood #fidility #ameritrade #crypto #coinbase #morganstanley #stock #brokerage #personalfinance #investments
I use M1 for everything except HSA. For HSA I use Betterment as my insurance let’s me to connect to betterment for 2k$ + in my HSA account. For crypto I use Makara - something like diversified crypto investments.
I haven’t heard “someone can move their company’s designated RSU and 401k account to other providers”.
You can move vested stocks
Following
I did the same but eventually chose Fidelity, because I care about UI/UX, and apps that don’t constantly glitch out. (Or prevent you from trading due to “liquidity issues” or whatever BS.)
As another poster said, ditch RobinHood. You’re getting screwed there. RH literally cost me thousands of dollars in slow order execution and the executed prices did not reflect current market prices. Hope those guys fucking go to jail.
I chose Fidelity because every company I worked with used Fidelity. I use it for Roth (backdoor), 401k (mega backdoor), HSA, RSUs, stocks, ETFs, and even banking (free domestic and international ATM withdrawals). It has quite alright research tools too.
How do you choose Fidelity for HSA? My HSA is with American Benefits Administrator.
Ameritrade is bought by Schwab. E-Trade is bought by Morgan Stanley.
Fidelity. As soon as there’s a real crypto etf that’s not based on futures or have some whacked out NAV I’ll be putting my crypto there too
India
6h
1992
Why is it so G*damn difficult to move money out of India
Tech Industry
Yesterday
2459
I do tech screens at Google. AMA
AMA
Yesterday
1912
I have worked at TikTok US core tech for 3 years. AMA.
India
Yesterday
754
Any Indians Think Kashmir Should be Independent?
Cars
Yesterday
1283
Cyber truck killer: Chinese version of EV truck
Charles Schwab or Fidelity. Schwab is known for its customer service
Fidelity if you care about mobile apps and all gen z things. Charles Schwab for the boring grand pa things like mature products and services. All apps UI suck compared to robinhood
Fidelity has awesome customer service too.