Sorry if this isn't the right place to ask this - if there's a better place, please let me know.
Right now I use USAA for my investments. My work doesn't provide a 401(k), so I have a taxable investment account, and my wife and I each have a Roth. USAA sucks for research, and doesn't really offer any type of portfolio overview or aggregated look at finances. I've been subscribing to Morningstar Premium for research tools and to use their portfolio tracker.
I stick with USAA mainly for convenience, as all my banking is done with them. I don't trade a lot, maybe 15-20 times a year (mainly at the end of the year when I transfer my bonus to invest). I'd like to find a place that would allow me to drop Morningstar and to have access to good research, as well as allow me to see an aggregated look at portfolio performance as a whole (taxable account plus both Roth's). However, I do like the convenience of seeing everything when I log on to USAA.
My investments are pretty simple, mainly some Vanguard ETF's, a few choice mutual funds, some REITs / BDCs, and some individual stocks. I'm not looking to go all-in on options trading or anything. I don't see myself doing anything much different than I do now. Would switching to a different brokerage make much sense for me, and who would be good to use if so? Fidelity and TD Ameritrade always pop up as top recommendations. Would either of them give me what I'm looking for?
Submitted August 19, 2017 at 11:29PM by majic55 http://ift.tt/2wl9FKj
