The Lively HSA

General Discussion on the Permanent Portfolio Strategy

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pugchief
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Re: The Lively HSA

Post by pugchief » Thu Dec 20, 2018 7:26 pm

Xan wrote:
Thu Dec 20, 2018 11:44 am
Not at all scolding here, but it's worth noticing that the Lively exit fee kept many of you with them long enough for them to respond. In retrospect, you may be glad that fee exists, and also by staying you're rewarding them from having the fee, even if you wish they didn't.
I still think Fido is better than TDA, but the laziness factor will, like Foglifter, cause me to just leave my account at Lively.
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sophie
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Re: The Lively HSA

Post by sophie » Fri Dec 21, 2018 7:27 am

Smart move, Lively.

Unfortunately this doesn't remove all the fees. TDA is lacking in commission free funds, so you either pay higher expense ratios or commission fees to buy/sell. Fidelity wins on that.
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ochotona
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Re: The Lively HSA

Post by ochotona » Mon Dec 31, 2018 11:25 am

I'm finding I really like Securities Alerts feature in TD, it's better than Schwab, way better than Fidelity. I'd miss it if I left Lively.
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pugchief
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Re: The Lively HSA

Post by pugchief » Mon Dec 31, 2018 2:07 pm

ochotona wrote:
Mon Dec 31, 2018 11:25 am
I'm finding I really like Securities Alerts feature in TD, it's better than Schwab, way better than Fidelity. I'd miss it if I left Lively.
You could always open a small taxable account to keep the alerts flowing.
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ochotona
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Re: The Lively HSA

Post by ochotona » Mon Dec 31, 2018 2:47 pm

pugchief wrote:
Mon Dec 31, 2018 2:07 pm
ochotona wrote:
Mon Dec 31, 2018 11:25 am
I'm finding I really like Securities Alerts feature in TD, it's better than Schwab, way better than Fidelity. I'd miss it if I left Lively.
You could always open a small taxable account to keep the alerts flowing.
Ha ha ha like with $10 in it!
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