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Jul 16, 2019
1:28:54pm
Ash All-American
Put a good chunk into their savings last month. I think it's just a smart
move to get people on the platform who will then transition into investing with them. Their wealth management tools look pretty good--better than Fidelity's for sure. And this is where people will be sold: account consolidation.

Has anyone tried Personal Capital yet?
Ash
Previous username
texmizzoucoug
Bio page
Ash
Joined
Feb 15, 2013
Last login
Jul 19, 2021
Total posts
14,282 (592 FO)