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?
Accounts View at Schwab
- curiouskitty
- Posts: 261
- Joined: Sun Oct 18, 2009 1:40 am
Re: Accounts View at Schwab
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)
Re: Accounts View at Schwab
Thats the answer I was looking for!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)
Thanks!