Financial Accounts (for investing)

[PhoenixOrion]

I'm just curious what the ATOT community use for their personal finances, investing, etc. (investing/consulting)

Let me start:

Fidelity, Oppenheimer, Vanguard - 401K's, IRA's

Pricewaterhouse Coopers - income taxes, real estate

Morgan Stanley - stocks, other investments

Bank of America, Citibank, local credit union, EmigrantDirect - checking, savings

(I'm not including 'non-investment' banks: credit card, line of credit, mortgage, other loans, for example)

<---------I'm a saver........but I feel that I contribute to the economy with big-ticket-item purchases from time to time.

 

[LS20]

ZECCO for stocks
MELLON holds company discount stocks
HEWITT is 401k
then rest of my money is split between UFCU , SECU , and Chase bank

 

[lozina]

PennTrade for stocks
HSBC for checking.savings

 

[lozina]

Only three investors on atot ?

our economy is doomed!

 

[Cal166]

TrowePrice for Company's 401K
Fidelity - Roth IRA
Scottrade - Stocks
ING Driect - Savings & CDs

 

[TheoPetro]

TD Ameritrade - Stocks
HSBC - Online Savings
FirstMerit - Checking
Citi - Credit card

 

[NanoStuff]

3.5 Million in Investorline and another 1.2 in Waterhouse. This is entirely emerging markets stock, no plans. (401/IRA/RRSP)

 

[KCfromNC]

Vanguard - IRAs and taxable funds
Fidelity - wife's IRA and taxable funds, my 401k
Hewitt - wife's 401k
Etrade - ESPP and stock options

That's about 3 more than I'd like, but I like having a 401k so I don't argue too much.

 

[Dacalo]

TD Ameritrade - Stocks
MB Trading - Stocks
Golden One Credit Union - Checking
ING Direct - Savings
Emigrant Direct - Savings

401k, I don't know.

 

[PhoenixOrion]

Wife's 401K is changing adminstrator to Mercer.

Anyone use Mercer?