The Motley Fool Discussion Boards

Previous Page

Retirement Discussions / Retired Fools


Subject:  opinions requested Date:  12/18/2002  9:26 PM
Author:  LucyM Number:  8229 of 20640


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.


Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us