We just moved my wife and my RLT accounts from Vanguard to Fidelity. We are both co-trustees on each of the RLT accounts and they show up under both my wife's and my logins at Fidelity. We also have POA over each other's IRA accounts as well. We have all of those accounts linked to our joint checking account at BMO Bank. Everything works as expected. We can move funds easily among the accounts at Fidelity and the bank. Our Fidelity Private Client advisor helped us get everything set up. I was very pleased with the support we received through the process from Fidelity. They were very pro-active in keeping us informed and making sure we were satisfied. That kind of service just doesn't happen at Vanguard.
Statistics: Posted by dcdowden — Tue Jul 23, 2024 12:01 pm — Replies 16 — Views 1761