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by jjice
968 days ago
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Vanguard. Generally speaking, the brokerages I've had to interact with have been solid, but Vanguard is my primary and they're great. Super polite and helpful over the phone and I've never run into a situation where you get tossed around from rep to rep. I had contributed to a Roth IRA but then my income changed and I realized I wasn't able to contribute to a Roth for the year. The customer support took care of _everything_ over the phone and described the "recharacterization" process. He even explained how to go about a backdoor Roth IRA on their platform as well as the pitfalls. Same great experience having to deal with roll overs as well. |
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