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Personal Finance (Not Investing) • Re: [Split from "Fidelity as a one stop shop" thread - locked or restricted Fidelity account issues]

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A compromise - which I'm going to go with - is to go back to the good old days: Keep your investing at Fidelity, but do your banking with a bank. Seems simple enough, at least if the problem is making deposits that you want to use right away (like banking).
^ This. We hold our emergency fund and taxable account at Fidelity on top of all our retirement accounts. We're going to move the EF over to Merrill Edge to get preferred rewards status on the BoA credit cards. If it goes well, I'll probably move our entire taxable account over to ME and our checking to BoA.

Statistics: Posted by TwstdSista — Thu Nov 07, 2024 4:12 am



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