https://www.schwab.com/bankabuss368 wrote: ↑Thu Jun 11, 2020 12:44 pmI would do what is best for your current situation. I have no desire or need for visiting any banks or investment houses. I can have our money from Vanguard in our checking account in a couple days.stev wrote: ↑Thu Jun 11, 2020 12:37 pm And putting ALL my Vanguard MONEY in the local, brick and mortar Charles Schwab. 20 miles from my house.
I am 75 years old.
Would be nice to to walk in and talk, face to face/ rather than telephone/ website at Vanguard.
Maybe walk out with a "check" if I needed $.
I have ALL my money in Vanguard.... Funds....like S&P 500 and MMF. Have my IRA with them too.
Have my checking account/ $250 min with Vanguard.
So would need same with Schwab.
I am not too familiar with Charles Schwab but I did not think they were a bank that one can walk out with a check.
For us, moving to Vanguard was the best financial decision we ever made.
Whether they issue checks is a separate matter.