u/MarkFabulous1096

Fidelity Security?

Hello.. I just set up an account at Fidelity and each time I sign in I encounter a step where I need to be sent a phone message or text code to be entered. Is this a usual and expected occurrence? I find it kind of annoying. Thank You

reddit.com
u/MarkFabulous1096 — 5 days ago
▲ 61 r/SCHD

Can I hold SCHD elsewhere than Schwab

Hello. I own almost 5K shares of SCHD plus a good number of other holdings with Schwab but I feeling like I am being treated like a disliked stepchild. Can I hold SCHD in a Vanguard or Fidelity account? Thank You

reddit.com
u/MarkFabulous1096 — 5 days ago
▲ 0 r/Schwab

Beware of Intelligent Portfolio

05/12/26 FNDX opened at 30.36 and closed at 30.42 ... it sold shares "for me" at 30.19

I know, I know some people here (Schwab employees?) say i am too critical of Schwab... Sorry

reddit.com
u/MarkFabulous1096 — 9 days ago
▲ 1 r/Schwab

Purchase Date?

A Question if I might. If I have a stock, say AAPL, in an IRA Account which I have held for a number of years and I move shares to a brokerage account to cover an RMD, do I maintain the original purchase date or does the long/short term calculation start over? Thank You

reddit.com
u/MarkFabulous1096 — 11 days ago
▲ 0 r/Schwab

Thank goodness Schwab is not in a business where they have to work with numbers.

More and more often I find that the numbers reported on the web site in such things as the Table View or cost averages, or even numbers of shares are incorrect. Are others encountering similar problems? Thank You

reddit.com
u/MarkFabulous1096 — 12 days ago
▲ 0 r/Schwab

Fractional Buying is finally here? No, Not Yet

Has anyone else been told by Schwab that they might not be able to access this option until the 19th of this month....... And if so were you able to ascertain the criteria for who got it and who has not yet? Myself I have been with Schwab for many years and have a sizable account so I do not think it is being the new guy in the system. Thank You

reddit.com
u/MarkFabulous1096 — 13 days ago
▲ 1 r/Schwab

Reviewing my Intelligent Portfolio account and I am wondering why the Expense Ration for SWGXX is so high at 0.44%. Even SWVXX is lower at 0.34% and most all of the ETF's in the account are much, much lower. SWGXX is of course the instrument that Schwab choses to place the cash portion of the Portfolio account in. Thank you

reddit.com
u/MarkFabulous1096 — 15 days ago