Accounts View at Schwab

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femur
Posts: 409
Joined: Fri Apr 11, 2008 2:07 pm

Accounts View at Schwab

Post by femur »

I have googled for this answer and could not find what I was looking for so I come to the wisdom of the Bogleheads.

Does Schwab have the same sort of account consolidation that Vanguard has? To clarify, if I have a Traditional IRA, Roth and 457, can I manage them all from the same online account in the same manner than one can with Vanguard?
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curiouskitty
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Re: Accounts View at Schwab

Post by curiouskitty »

Yep. I can see checking, savings, brokerage, and Roth IRA on the same screen. It's a lot better organized than Vanguard in my opinion (especially the view with the individual funds)
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femur
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Joined: Fri Apr 11, 2008 2:07 pm

Re: Accounts View at Schwab

Post by femur »

curiouskitty wrote:Yep. I can see checking, savings, brokerage, and Roth IRA on the same screen. It's a lot better organized than Vanguard in my opinion (especially the view with the individual funds)
Thats the answer I was looking for!

Thanks!
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