Comment by gusto_customer
5 days ago
Hey, fresh startup here. We use Gusto and selected Guideline out of the two options presented, mostly because we have a ton of things we're focused on. Always had a feeling it was a scam, but didn't have time to really dig into it (we're also pretty small at the moment)
What's the best way to transition to Fidelity / Vanguard? I assume Fidelity would be better for having a single entity to deal with rather than Fidelity for HSA and Vanguard for 401K?
Call Fidelity and ask them - they'll happily walk you through it!
Yeah, Fidelity customer service regularly beats my private client groups’. They want your money and then for you to be so happy about them that you forget you saved it :P.