FlyerTalk Forums - View Single Post - Current bonus offers for 401K/IRA rollover
Old Jul 11, 2011, 7:46 pm
  #9  
CPRich
FlyerTalk Evangelist
 
Join Date: May 2002
Location: Pittsburgh
Programs: MR/SPG LT Titanium, AA LT PLT, UA SLV, Avis PreferredPlus
Posts: 31,004
I'd echo the advice above - pick an investment partner you're comfortable with. A few hundred bucks or thousand points aren't worth the hassle of learning all the new tools, navigation, etc. I held on to Fidelity as long as I could, transferring a couple of weeks before regulatory/independence restrictions and sanctions kicked in.

TD seems to be on par, and recent ratings agree that they've pulled equal to the Fidelity long-time leader. But learning the new tools is a pain. I'm fortunate to have one F account that I'm allowed to keep that continues access to all the analysis tools.
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