No. of Recommendations: 0
I think this is what is happening:

1) You want to buy stocks or stock mutual funds.

2) The banks and credit unions don't really offer access to these as this is a bit out of their league, although they likely know someone that could help.

My suggestion would be to look for either a mutual fund company or discount broker that has what it is you want.


PS - My Roth is with Vanguard, fyi.
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