I have few 401k and trying to consolidate them to a rollover options , pls share your personal experience between Charles Schwab , Fidelity, E*trade or other #personalfinance #investments
Look for bonuses. Could be an extra 500 or 1k for you depending on how much you are moving
M1 finance
Schwab.
Can my spouse who has a rollover account be a joint account for both of us
No. Retirement accounts are individual accounts.
The Fidelity app is nice, recommend it but haven’t tried others
Fidelity NetBenefits.. best for 401K
Charles Schwab period.
Why?
Best customer service, ease to use, etc.