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URL:  https://boards.fool.com/i-have-experience-with-fidelity-and-td-waterhouse-23382450.aspx

Subject:  Re: IRA considerations Date:  12/5/2005  12:43 AM
Author:  frogfarm Number:  48616 of 101043

I have experience with Fidelity and TD Waterhouse. I recommend the latter.

They have handled our KEOGH, IRA, ROTH IRA, and Jt Tenant accounts for years for no fees and low commissions. Our broker is unobtrusive, but our 'go to' guy when we have difficulty; twice when our internet provider was down, he made our transactions for us at the 'online' commission ($11.95)rather than the 'broker-assisted' cost ($30).

He has helped us with other oddities, and never pressured us to buy/sell anything -- altho he did have an advisor look at one of our accounts when we asked for some suggestions.

I couldn't be happier with their service.

Fidelity? I'm still waiting for the forms that I called and asked for two months ago. And they charge $75 to make a trade. Online. Ouch.

Regards,

Alice of the frogfarm
(who for family reasons has to maintain the Fid account a bit longer, otherwise 'adios, amigo')


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