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by kapp_in_life 1813 days ago
I'm in the same boat, with half my checking in the brokerage and half in the credit union. Some recent changes to the credit union(merging/renaming/ui changes) have been frustrating me and I've thought about rolling everything to the brokerage's offering, but the redundancy is nice for a situation like described here. Knock on wood though since it hasn't happened yet.