No. of Recommendations: 8
joelxwil wrote "Fidelity is very difficult to deal with. Avoid if at all possible."


I couldn't disagree more. I've had accounts with Fidelity since 1980 - both taxable and IRA. They have been excellent to work with. If I had questions, the reps were always able to answer them. If I explained what I wanted to do, they always found a way to do it. And things that I thought might be complicated, they handled with ease.

My experiences with Vanguard, OTOH, have not always been so good. They've made some mistakes. Some serious, like the $200K that disappeared for a few days. Some potentially serious, like the exchange which the rep promised would execute on the day I specified but was actually executed several days early. His boss later informed me that he should never have told me I could specify the date of execution. Fortunately the price movement worked in my favor on that one.

Still have accounts with both firms, but if I had to choose it would be Fidelity by a wide margin.

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