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| Subject: opinions requested | Date: 12/18/2002 9:26 PM | |
| Author: LucyM | Number: 8229 of 19522 | |
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Hi: I am thinking of consolidating my IRA, mutual fund, stock portfolio, and checking accounts (which are currently at 3 different institutions and being whittled away by fees) into a Schwab Access account. If this works the way I think it will, according to a conversation with a Schwab rep, it should save me money on fees. Are there problems or pitfalls I should be aware of???? If you've had experience of this kind (consolidation of accounts w/Schwab) I'd appreciate your input. TIA Lucy |
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