Sorry to pester you further, but what is your plan there? Buy the ishare equivalents of the VG funds you were using?John Laurens wrote: ↑Wed Oct 18, 2017 11:44 am
The main reason for Fidelity. I was originally a Fidelity customer including solo 401ks. I switched to TDA specifically for commission free etfs from Vangauard. Now that inducement is gone I see no reason to stay. For the record, I loved TDAs service. Their combined position homepage was fantastic. Lists your top 8 positions by % of overall portfolio. This allowed me to log on and immediately know where to deploy cash in the etf that was underrepresented in my target AA.
So Fidelity because with a phone call they have reopened those dormant accounts. (I did have to refill some solo 401k paperwork manually but they are able to reopen the dormant account number).
Can’t use Vanguard because of their expensive solo 401k.
One thing i am considering is moving everything to Vanguard, most to an IRA account, and just eat the extra 10bp on their investor class mutual funds for solo 401k throughout the year, and roll it into IRA periodically, so the bulk will always be in the ETF or Admiral shares in IRA. 10pts on 18k of 401k is only ~$10/yr. The main reason being that I like Vanguard's products and track record better than Blackrock's (ishares).