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It's painful. After going through something similar (with UMB and ConnectYourCare/UMB), I ended up over at Lively. No fees, and you can invest with TD Ameritr
by moonka 7y ago
It's painful. After going through something similar (with UMB and ConnectYourCare/UMB), I ended up over at Lively. No fees, and you can invest with TD Ameritrade for free. I hear Fidelity is a good option as well.