We have 7 accounts with TD; 2 taxable, HSA, 2 Roths, 2 IRAs. There’s a lot to be desired but maybe not the common stuff.
My biggest problem is I can’t get a comprehensive look at our gains/losses with all of our accounts combined. I also have to go in each account separately and look at orders separately, or p&l separate.
Also, looking at cash balances and things is underwhelming how I have to go about that. When placing an order I can’t even see those balances or orders pending.
I only trade on my phone maybe 5% of the time. I know there’s a think or swim client but I also use my work laptop to look at stuff during lunch so I can’t download clients like that.
I’m looking to move to another brokerage with more meaningful comprehensive looks and summaries with all accounts.
I do not trade options, nor use margin. All pretty much low cost index funds. Fractional shares would be nice too. TIA.
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