Reddit · r/personalfinance · 5 days ago
They have used E*TRADE for over two decades with no problems, finding support responsive and accurate the few times they needed it, and they handle most things in the app or on a laptop.
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Fresh experiences from real customers, collected from Reddit, YouTube and blogs and linked to their sources.
Reddit · r/personalfinance · 6 days ago
They opened an E*TRADE account for a sign-up bonus, had trouble logging in, and found the support agent they called very helpful. They received the bonus afterward.
Reddit · r/personalfinance · 6 days ago
They had never needed customer service until opening E*TRADE, where verification problems and an unverifiable phone number meant a long wait for manual review before getting online access. They say it is fine now.
Reddit · r/fidelityinvestments · 7 days ago
Trades on Fidelity and reports lags, glitches, loading issues and sell orders not filling even when the bid fell below the limit. Calls the platform a big piece of trash for active trading and says he would not use it.
Reddit · r/fidelityinvestments · 7 days ago
Says Fidelity sometimes rejects a second market order for the same stock submitted right after the first because it is too similar to the last one, and that it has been like this for years.
Reddit · r/fidelityinvestments · 8 days ago
They call Fidelity Baskets horrible because some of their positions are stuck in limbo. They were told the engineering team would take about a week to respond.
Reddit · r/TheRaceTo10Million · 10 days ago
A partial transfer out to Robinhood did not work and a call to E*Trade could not explain why; they also believe its margin rate is higher than rivals'.
Reddit · r/fidelityinvestments · 11 days ago
Moved over from Ameriprise intending to self-manage and found the free advisor calls steered toward paid management and skipped their agenda, though the transfer help was good.
Reddit · r/fidelityinvestments · 12 days ago
Meets a free Fidelity advisor about once a year as a DIY investor; the team respects that and has never been pushy.
Reddit · r/investing · 12 days ago
Chose Fidelity to move their Roth from E-Trade and says they are very glad they did.
Reddit · r/fidelityinvestments · 13 days ago
Long-time Fidelity customer who does not use its management services and meets the free advisor twice a year; finds him helpful and not pushy about selling anything.
Reddit · r/fidelityinvestments · 13 days ago
Says the Fidelity advisor pushed hard to move their 401k into a managed account for a larger fee and kept calling afterwards, leaving a poor impression.
Reddit · r/investing · 13 days ago
Has a Roth with Fidelity and Robinhood; says Fidelity is great but its only real benefit for them has been being able to call someone, and they have called just once in eight years.
Reddit · r/investing · 13 days ago
Keeps all tax-advantaged accounts at Fidelity and a brokerage at E-Trade, saying E-Trade has the best interface but Fidelity's customer service is far better and it would be the one choice.
Reddit · r/investing · 13 days ago
Recently moved from Robinhood to Fidelity, finding Robinhood's UI much better and still using its app, but preferring Fidelity for its wide range of fund options.
Reddit · r/investing · 13 days ago
Praises Fidelity for international markets, fractional shares, good support and a decently good UI, saying it now handles most of their banking for functional purposes.
Reddit · r/investing · 13 days ago
Consolidated everything to Fidelity, finding Schwab fine but liking Fidelity's interface better.
Reddit · r/investing · 13 days ago
Has used all three of Fidelity, Robinhood and Schwab and rates Fidelity by far the best, loving its UI, low and no cost funds, customer support and ease of setting things up.
Reddit · r/investing · 14 days ago
A former dedicated Schwab user who now finds Fidelity just better, citing cash swept into higher-yield T-bill equivalents and full dollar-amount limit orders, while saying Schwab representatives are smarter.
Reddit · r/investing · 14 days ago
Uses both Schwab and Fidelity and finds Schwab's interface better, since Fidelity needs several refreshes after a trade and lacks a combined account summary with allocation percentages, though Fidelity automatically invests cash.
Reddit · r/investing · 14 days ago
Uses both Schwab and Fidelity and finds Fidelity edges ahead in UI experience and total package, being low friction and powerful once learned, with everything from fractional stocks to T-bills, Roths, 401ks and HSA in one place.
Reddit · r/fidelityinvestments · 16 days ago
Switched to Robinhood six months ago and finds support fine: a requested call comes within a minute and the rep is helpful.
Reddit · r/Schwab · 18 days ago
Notes that buying Irish-domiciled ETFs through Schwab International requires calling the global desk and paying a per-trade fee, though they still prefer Schwab to IBKR.
Reddit · r/Schwab · 18 days ago
Could not get the global desk's per-trade fee waived even as a private client and found it ridiculous.
Reddit · r/M1Finance · 20 days ago
Fractional shares and low borrow rates were worthwhile advantages, and transferring everything out proved easy, though hefty fees charged on exit were covered by the receiving brokerage.
Reddit · r/Schwab · 23 days ago
Does not want to spend time squeezing a few extra cents but values that Fidelity's automatic cash sweep earns hundreds of times more than Schwab's 0.01% with no effort.
Reddit · r/Schwab · 23 days ago
Uses a Fidelity CMA like checking and calls the auto sweep the most important feature, since two to three months of expenses now earn interest instead of sitting idle while staying liquid.
Reddit · r/Schwab · 23 days ago
Says Fidelity fails biometric login and makes them redo it now and then, whereas they never had a problem at Schwab, and sees the lack of auto sweep as the one thing Fidelity does better.
Reddit · r/fidelityinvestments · 24 days ago
After two weeks and over ten hours E*Trade could not transfer an inherited IRA from a Morgan Stanley managed account, Fidelity completed it seamlessly in two days with a knowledgeable agent.
Reddit · r/investing · 25 days ago
They tried Webull for margin borrowing and found its Premium accounts offer lower rates than Interactive Brokers, but say they are not impressed with the broker at all so far.
Reddit · r/investing · 25 days ago
Tried the desktop platforms for six weeks and found the interface chaotic, while rating the company and its execution as excellent.
Reddit · r/investing · 25 days ago
Holds accounts at both Fidelity and IBKR and prefers IBKR for global trading and reporting.
Reddit · r/MerrillEdge · 26 days ago
The interface looks straightforward, phone support reps have been really nice, and the account came with checks and a black and gold check cover.
Reddit · r/MerrillEdge · 27 days ago
Long-standing Roth IRA was abruptly closed over an unupdated profile, triggering early withdrawal taxes and mailing a check to an old address.
Reddit · r/personalfinance · 28 days ago
They opened a Roth IRA at M1 by rolling over an old 401(k) and picked a premade model pie, then kept contributing. They are unhappy with the modest first-year performance and note the model pie cannot be edited.
Reddit · r/personalfinance · 29 days ago
They were fine with Merrill Edge until a backdoor Roth conversion, when Merrill insisted on leaving a small minimum in the traditional IRA or closing it. They are now considering moving their money away.
Reddit · r/etrade · 30 days ago
Closing an inactive account and transferring the remaining balance drags on for months despite forty-minute security verification calls.
Reddit · r/fidelityinvestments · 30 days ago
Long-time clients with a supposed advisor and team who never contacts them; zero contact is the worst experience in about 40 years with Fidelity.
Reddit · r/Bogleheads · 31 days ago
Calls Fidelity's app absolute garbage compared with Robinhood's and is happy using Robinhood's Gold card and the 3% Roth match instead, saying Reddit is very anti-Robinhood.
Reddit · r/fidelityinvestments · 31 days ago
A customer since the 1990s who noticed a terrible drop in service after being dropped from the Private Client Group, with questions unanswered and promised callbacks that never came.
Reddit · r/fidelityinvestments · 31 days ago
Moved six accounts to Fidelity over two years, starting with an old 401k, finds the staff extremely helpful and the website among the best, and earns 2% on a Fidelity credit card for household spending.
Reddit · r/fidelityinvestments · 31 days ago
Says Fidelity's phone support is amazing, with knowledgeable, friendly reps, in stark contrast to the employer 401k at Vanguard where support is uninformed and gives a run-around.
Reddit · r/Bogleheads · 32 days ago
Treats Fidelity as the primary brokerage they hope never to leave and has used the Fidelity 2% card as their main card for about a decade; tried the Robinhood Gold card for a few months and found Robinhood improved over the horror stories.
Reddit · r/Bogleheads · 32 days ago
Switched most accounts from Fidelity to Robinhood, using the Gold card as the main credit card, because they find the Robinhood UI much easier to use and so easier to keep contributing money.
Reddit · r/investing · 32 days ago
Uses Fidelity for ESPP and personal accounts with basic stock sales at zero cost online.
Reddit · r/fidelityinvestments · 33 days ago
After transferring money into a brokerage account from an old work account, got a call the same day from a Salt Lake City advisor who has kept in contact since; calls it pretty good service.
Reddit · r/fidelityinvestments · 33 days ago
First call to Fidelity on a Sunday afternoon reached a human who resolved the issue quickly and even gave a direct number for further help that day.
Reddit · r/fidelityinvestments · 33 days ago
Thinks Fidelity service beats Robinhood and Coinbase and is near Schwab, but at times got incorrect information and had to call several times to resolve a problem or two.