No. of Recommendations: 0
<(3) is there any advantage to selecting Fidelity as my new broker if the mutual funds I plan to keep are Fidelity funds (hey, I'm just guessing that they're the same folks - I haven't researched this)? >

I do not know your financial position, but there were two benefits I got from trading with Fidelity. They were not enough to keep my account(s), though, as the commissions were too high to trade the UG5 strategy.

1.) If you keep $50,000 in a Fidelity Mutual Fund, or group of funds (and that includes the Fidelity Cash Reserves, usually used as the sweep money market fund), they wave the expenses and fees (other than commissions) and give you their on-line research free.

2.) They automatically reinvest dividends at no charge
(this is a free option and if you do not like it, you can opt out of it).
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