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Comment by donatj

2 days ago

No, I despise their stock feature. It was just easy to set up, but is fundamentally terrible in every aspect. The rub is I have a bunch of stock with them from the start of the pandemic and am pretty sure there is no way to move it to another service without triggering a taxable event.

So I guess I don't care in that I don't care enough to lose money on switching, or complicating my taxes even further by utilizing multiple investment firms.