Fidelity might have sample statements online, perhaps on a page explaining how to read the statements. Vanguard and Schwab probably have the same thing. Best not blindly switch, in case it’s worse at the new brokerage. You should also test drive the website.and still wondering if I should start migrating to fidelity, maybe the IRAs to start with , if I might then understand my statements, and gets some reasonable customer service again.
Statistics: Posted by rkhusky — Mon Dec 09, 2024 10:19 am