Unpacking: Where Should I Keep My Investment Accounts?

Feb 19, 2025
29 mins

Episode Description

Maybe you are just starting your investing journey. Or maybe you want to organize and consolidate your investment accounts. Which brokerage firm should you choose?

This episode defines a brokerage firm and helps narrow down the universe of available companies.

https://www.reuters.com/investigates/special-report/usa-fidelity-family



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