I have been a client for 60 years and have been using their direct investing service for about 15. I am in the process of moving all my accounts away, and they don’t seem to care. Setting up and managing basic accounts was fine unless you need margin or option trading, or if issues arise. Once that happens, you hit a bureaucratic wall with their processes. Adding beneficiaries to accounts takes weeks and usually requires multiple calls. Their online capabilities are poor, and you are left with filling out paper forms and mailing them, only to have them lost or outdated. New fintech options are much easier to deal with and will likely take a lot of business away from the big banks. I suggest looking elsewhere for your investment needs.
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