u/causious

Does anyone with substantial assets use multiple brokerages?

Is there any benefit to using two brokerages. Ive been with Fidelity for 30 years, so I guess you could say I don’t know what I don’t know about other brokerages, specifically Vanguard and Schwab. Is there any benefit to splitting up my assets? Is there a strategic way to separate things? Also, are there any features these other two offer that Fidelity does not? I like that there are really no fees to speak of and the Fidelity CMA is more than a checking account. I feel customer service has fallen off some over the years, but I only have had one really annoying problem, which is fixed now after several months of turmoil.

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u/causious — 2 days ago

What is going on? I have had an M&T account for years. Recently I was prompted to update the connection and now I just keep getting a PW prompt for that account. I confirmed the PW is correct by logging into the bank website. When I add the PW to the update screen and apply it (BTW it's already in the vault correctly), I just get prompted again. So, I excluded that account from the update, but it continues to prompt for the PW. I cannot get past this to actually complete an update. Need help asap please.

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u/causious — 13 days ago