Quote:
Originally Posted by WSSix
Thanks Brian. My goal for the week is to make the calls to both vanguard and fidelity so I can find out how to do it all.
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For Fidelity, they are likely going to send you a form to fill out in order to get Brokerage Link setup. I set mine up about 10 years ago, so I forget the exact details. Fidelity commissions aren't the cheapest, but as long as you are following most of the ideas here at 102, commissions are not important.
For those looking to open an account, I also like Zecco. Low commissions ($4.95 or something) and good basic features. If for some reason someone is looking to open a Zecco account with $10k or more, let me know and I'll send you a referral and we both get $100... quick 1% if you ask me!
