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Personal Investments • Chase as brokerage?

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I’m curious to get some thoughts on this. Are there any advantages if I transferred these accounts to a Vanguard or Fidelity?
Not any more, IMO, at least nothing significant for most. Chase doesn't yet support treasury auction purchases like Fidelity, but the do support Vanguard funds unlike Fidelity. The latter is probably more important to most people. So if you're a true Boglehead buy-and-hold investor then Chase is very good.

Chase also supports FedNow and money transfers are quick. Fidelity has issues in that area.

Statistics: Posted by bd7 — Sat Aug 30, 2025 9:45 am — Replies 11 — Views 400



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