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Thread: USAA to Schwab Conversion

  1. #1

    Default USAA to Schwab Conversion

    All,

    So my 3 brokerage trading accounts (2 Self-Directed IRA's (rolled over from my TSP and the Wife's 403(b) ), and 1 joint brokerage account) made the transition from USAA to Schwab at the end of May. USAA is getting out of the brokerage account business...seems like it was pretty controversial with the USAA members...lots of info from USAA on WHY they were doing it !!! All sounded defensive...

    So, I'm curious to hear what anybody else that had their accounts moved are thinking...you like it ???

    I have an open mind, but so far, I don't like the switch much...struggling with my updates to Quicken, the Power of Attorney issue, and the reset of all the reinvestment options...

    Any comments ?


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson


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  3. #2

    Join Date
    Apr 2008
    Location
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    Default Re: USAA to Schwab Conversion

    Quote Originally Posted by Stoplight View Post
    All,

    So my 3 brokerage trading accounts (2 Self-Directed IRA's (rolled over from my TSP and the Wife's 403(b) ), and 1 joint brokerage account) made the transition from USAA to Schwab at the end of May. USAA is getting out of the brokerage account business...seems like it was pretty controversial with the USAA members...lots of info from USAA on WHY they were doing it !!! All sounded defensive...

    So, I'm curious to hear what anybody else that had their accounts moved are thinking...you like it ???

    I have an open mind, but so far, I don't like the switch much...struggling with my updates to Quicken, the Power of Attorney issue, and the reset of all the reinvestment options...

    Any comments ?


    Stoplight...
    Just got to wish you luck.
    I'm still playing in TSP.
    May the force be with us.

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