I have been using TD Ameritrade for a long time.

Of course, Schwab bought TD and are slowly moving TD customers to the Schwab platform.

I manage accounts for most of my family.

One of the accounts has transitioned to Schwab and the rest will later this year.

I don't care for the Schwab platform.

Any recommendations for other online brokerages?

EliteZags said:

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Vanguard for long term index holding, Webull for trading

should be an easy transition since you've already soldout of everything ahead of this pullback right

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not everything, but some

I've done quite well for my mom and two daughters. Thank you very much

JohnLA762 said:

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OP, you manage money for more people than just yourself? Oh no!

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for my own accounts... regular, IRA and SEPI from 2017 through 2022 I had a $1.138 million gain.

not bad

most would consider <half rate of return of S&P to be below average

EliteZags said:

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most would consider <half rate of return of S&P to be below average

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who said my rate of return is less than half of the S&P?

I like fidelity, FWIW.

aggie_wes said:

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I like fidelity, FWIW.

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I just opened a fidelity account. changing platforms take a bit of an adjustment after basically decades on one.

Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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In the process of moving from ML myself due to many of the same reasons. Sort of a painful process but will be well worth it in the end.

2wealfth Man said:

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aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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In the process of moving from ML myself due to many of the same reasons. Sort of a painful process but will be well worth it in the end.

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Can you elaborate?

My CC, trading account, checking account and car note are all with BofA and ML. Don't know their politics and don't want to know, but would not be surprised if it runs counter to my beliefs. I like the Edge platform.

OldArmyCT said:

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2wealfth Man said:

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aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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In the process of moving from ML myself due to many of the same reasons. Sort of a painful process but will be well worth it in the end.

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Can you elaborate?

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mainly just telling an old family friend has has managed some of our portfolio for many years that we were leaving. Then there was also an issue about setting new banking since we were loosing all the benefits we had at BoA through Merrill. Finally on these securities transfer you have make sure all of your historical cost bases come over properly.

aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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What are the "politics"? I've used EDGE for 20 years, probably not the slickest platform but it works for how little I trade these days and gets me higher cash rewards on my BoA Visa.

Ag CPA said:

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aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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What are the "politics"? I've used EDGE for 20 years, probably not the slickest platform but it works for how little I trade these days and gets me higher cash rewards on my BoA Visa.

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THIS was the last straw for me.

Merrill also halted trading in several meme stocks including AMC and GME to protect institutional investors when others (like fidelity) kept them open

aggie_wes said:

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Ag CPA said:

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aggie_wes said:

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Yeah, I was with Merrill Lynch for 10+ years, but switched last year after I couldn't ignore their politics any more.

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What are the "politics"? I've used EDGE for 20 years, probably not the slickest platform but it works for how little I trade these days and gets me higher cash rewards on my BoA Visa.

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THIS was the last straw for me.

Merrill also halted trading in several meme stocks including AMC and GME to protect institutional investors when others (like fidelity) kept them open

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the data thing was big for me as well….they are also a member of that Business Roundtable kabal that started the whole DEI thing some years back…

https://www.businessroundtable.org/equity/2021update

glad I am not the only one!

I can't stand the Schwab platform for my current corporate 401K

I love the Fidelity brokerage platform I have used for my after tax account for a dozen years now.

Just curious, what's people's issue with Schwab?