Both Fidelity and Schwab will give you a canned portfolio, recommending you sell everything you own and buy what their canned portfolio contains.That's not been my experience, but perhaps I didn't go through the same "evaluation" as you.They can't deal with American funds or anything else you already own.They can deal with many funds; when I moved to Schwab they took in several funds that we had, but they cannot take in proprietary funds (we had to sell our Dean Witter funds, which was just as well since they sucked). That is a decision of those funds, I think, not Schwab or whoever.
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