[USER]

I’m switching my individual 401 k from Vanguard/Ascensus. I was debating on Charles Schwab or Fidelity.

Does anyone have any positive or negative opinions about those companies.

Both companies offer a range of investment options, but I’d love to hear from people with experience using either or both.

Which company do you think is better in terms of customer service, fees, and investment choices?

Are there any particular features or drawbacks that I should be aware of before making a decision?

Your insights will help me make an informed choice. Thanks!”

[Sean]

Most people will be best served paying for a custom plan to allow the megabackdoor roth.

[Yuri]

You won’t make a mistake with any of them.
I have both.
Prefer Schwab

Left from vanguard as their service became unacceptable

[David]

Schwab has less options and worse tech but the best customer service. Fidelity has the best digital user experience.

[Julian]

I am an FA and use Schwab. They are horrible. E*trade has a much better platform.

But I think all of them have terrible CS

[Kira]

Either is fine. I use Schwab since before I knew about Fire

[Author]

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