Which investment custodian is best? -Vanguard -Schwab -Fidelity Expect disappointment wherever you go. They all have their own unique issues. Moreover, they all suffer from the same challenges. And, that’s mostly telling you to fill out the wrong form. <True Story>

@JonLuskin Mark me down for Fidelity

@cadeinvests That seems to be the most popular pick. I guess I can't get over a bad experience I had with them adding POA to an account one time.

@JonLuskin @cadeinvests They completely revamped the POA process last year. No more notarized forms - you just log in and upload the POA.