I've been consolidating my account sprawl into Fidelity this year. Resulting in about 3/4 of my investments now being in my Fidelity account. The other 1/4 remains in my original Etrade account that I opened forever ago and that has been my main stock trading account for years for personal whatever. I do all of this online of course and have never had to contact them about anything.
I am bringing in the 529s I had at USAA (no idea why it did not occur to me to do this in Fidelity at the time, but I am retarded). I guess I should have realized that once you get >$1M in there or something you get VIP treatment. The moment I called I didn't wait for a single second and went right to someone in America to deal with the issue. Got their office number to text about whatever and how to call direct.
Quite nice actually!
I am bringing in the 529s I had at USAA (no idea why it did not occur to me to do this in Fidelity at the time, but I am retarded). I guess I should have realized that once you get >$1M in there or something you get VIP treatment. The moment I called I didn't wait for a single second and went right to someone in America to deal with the issue. Got their office number to text about whatever and how to call direct.
Quite nice actually!
