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Brokerage acct.
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coup
Posted 11/14/2023 06:20 (#10481491 - in reply to #10481420)
Subject: RE: Brokerage acct.


USA
Streetfarmer - 11/14/2023 03:58

Any experiences on using investment style institutions as a checking account or as online bill pay. Asking about vanguard specifically but I would willing to go elsewhere if I have to. Have been using their mobile deposit and has been working good just that moving funds to bank checking takes an extra day and that can be a problem. I have banked with a large regional bank based in my area for 20+ years and I fail to see the benefits of continuing with them as employee turnover there's no personal connection. As far as making loans I believe that could be done anywhere and from anyone because the only thing that matters there is what's in the loan documents that i sign. Thanks in advance, just trying to navigate this post covid culture.


Have several Fidelity brokerage accounts that use like checking accounts. First deposit money in local bank and then EFT same day to Fidelity. Then write checks off Fidelity accounts.
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