Thank you all for your suggestions. First, I am glad you have had good experiences with Fidelity. I have never had a bad experience with Amex, in 17 years, yet they have a rating of F with the BBB. However, with Fidelity, I had the worst experience ever. They closed my mother's account for no reason (I was the only trustee on it), they refused to speak with me over and over because they could not verify me (the account was there 30 years--they would literally hang up on me!), nothing helped (including going to their far-away office here) and I ended up reporting them to the BBB (no solution), FINRA and Atty General's office (this is where it was resolved). This took months--I WAS ENRAGED OFF THE CHARTS. I just got the money out right before a dividend in the new year, when we were not filing a trust return. I DESPISE FIDELITY. I TOOK EVERYTHING OUT OF FIDELITY. I WILL NEVER USE FIDELITY AGAIN.
Thank you for instructions, and I do understand the brokerage account (I can't say that I like brokerage accounts). I am wondering if it makes any difference when I BUY XHLF. Does it matter? It seems like the price does not change a lot. But I don't know if it matters much when the fund it actually bought (in regard to the different "important dates" like ex-dividend, etc.). Does it matter?
Thanks.
Thank you for instructions, and I do understand the brokerage account (I can't say that I like brokerage accounts). I am wondering if it makes any difference when I BUY XHLF. Does it matter? It seems like the price does not change a lot. But I don't know if it matters much when the fund it actually bought (in regard to the different "important dates" like ex-dividend, etc.). Does it matter?
Thanks.
Statistics: Posted by Pappagallina — Fri Jan 24, 2025 8:34 pm — Replies 138 — Views 12931