How Many Of You Have Multiple Brokerage Accounts?

[Coffee]

I'm not sure how to set up a poll with this forum software?

How many brokerage accounts do you have?
I'm currently just with Schwab, but I'm considering opening an account with Vanguard, too.

- Adam

[Pkg Man]

I'm not sure how to set up a poll with this forum software?

How many brokerage accounts do you have?
I'm currently just with Schwab, but I'm considering opening an account with Vanguard, too.

- Adam

Scottrade plus a seperate brokerage in my 401K, with most stock in the first and all the LT bonds in the latter.  I would like to diversify that a bit.

[KevinW]

My first impulse is to hold everything at Vanguard.  I think they're beyond reproach yet still I wouldn't want more than, I dunno, 2/3 my assets at any one institution.  Currently my employer's retirement plan makes this a moot point.  I plan on putting roughly 1/3 somewhere else when I retire.  If I had to pick today I'd go with Schwab, or maybe Ameritrade or Fidelity.

[dualstow]

Born into a Vanguard taxable account. My IRAs are there, too.
I have a 401(k) at Fidelity because when I went to set mine up, Vanguard was not yet offering a solo 401(k). They do now, but I'm glad it worked out the way it did. I like both companies but Vanguard is the greatest, in my opinion.

[cabronjames]

my IRA is 100% at Vanguard.

I like Vanguard "client-owned" "non-profit" model.

It would be great if there were 1-3 similar org model, so those of us that like Vanguard, could more comfortably do "custodian diversification".

TIAA-CREF is a similar org model, but IIRC their fund expense ratio sucked compared to Vanguard.

[clacy]

Between my wife and I (I manage all the investing for both of our assets), we have accounts at TDameritrade, Scottrade (x2), and another firm too small to mention. 

My wife will soon be opening a Roth IRA account at Vanguard.

It is sort of a pain having your assets spread out between multiple accounts, but you do have some built in diversification that way.  Also, certain brokerage have various +'s and -'s.  TD and Vanguard (brokerage) have free ETF trades.  Scottrade has free mutual fund trades, plus will be rolling out their own ETF's soon. 

[BRESLOW]

Have about 35% with Fidelity most of that is in an ira. Balance is with Vanguard.  The IRA is about 25% of assets and balance in taxable accounts.  Have 2 PRPFX accounts, one in the IRA and the other direct with PRPFX. Also have 2 DIY 4x25 accounts, one as part of IRA other in taxable account. Hope this helps.

[Liz L.]

We have three: the BrokerageLink part of the Fidelity 401K, Vanguard for the Roth IRAs, and Interactive Brokers for the non-retirement funds.

[EM2]

I have two: TD Ameritrade and Vanguard.  One-third--most of my tax-sheltered money--is in TDA but I'm thinking of changing that.  Don't know why I don't like that company exactly. Maybe it's that I've found their customer service unhelpful and condescending, makes it uncomfortable for a relatively naive investor like myself to pick up the phone and ask a question.  Would like not to put everything into Vanguard, however.  Thinking about Fidelity for some things.

[longeyes]

Consolidated all of my IRA monies in one place (Fidelity) but have three other accounts, one of which (E-Trade) I use for my VP.

[Gumby]

I have accounts at Vanguard and Fidelity. But, I am thinking of moving two IRAs over to Fidelity because Vanguard charges way too much to trade Treasury Bonds — Fidelity has zero commissions for Treasuries.

[Tortoise]

I have a 401(k) brokerage account through Schwab and two brokerage accounts through Vanguard--one taxable and one for my IRA.  Very pleased with Vanguard because of their rock-bottom expense ratios, low portfolio turnover, and client-owned business model.

[Drewskers]

TIAA-CREF (by inheritance) and Vanguard

TIAA-CREF is nothing like Vanguard, customer service is outrageous, fund choices are low, expenses are high, but they have the TIAA Traditional Annuity that yields a guaranteed 3%, hard to beat for the cash portfolio! As soon as that ceases to be attractive, I will move that account to Vanguard.