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I recently created an account with Schwab after trying and failing to setup one at Fidelity. For some reason that I could never get a clear answer on, every sin
by rurp 7y ago
I recently created an account with Schwab after trying and failing to setup one at Fidelity. For some reason that I could never get a clear answer on, every single transfer I scheduled from my regular bank failed. This has never happened with any other institution and Fidelity's support was absolutely no help.
I finally gave up and asked them to close my account and was told a flat "No, that's not possible". I went back and forth with support on this for a while and was consistently told that it's literally impossible to close an account, even at a direct customer request for an account that has never held any funds. Overall it was a very poor experience with a lot of wasted time.
Schwab on the other hand made it quick and painless to setup and fund an account, and so far I have had nothing but good experiences.