Our club was with Schwab after being with TD America for several years. When we had a member withdrawing and we wanted to give her appreciated stock, we were not allowed to do that. She even had a Schwab account. Our ordeal went from local level - Dallas - to higher sources where a final representative suggested moving our account to a different broker. Now with Fidelity and made stock transfer to withdrawing member easily. Hope account sync can be solved.
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> On Dec 18, 2025, at 4:13 PM, Raj Araga via bivio.com <user*42044800001@bivio.com> wrote:
>
> Hello All, We are a new investment club (in the forming) and are exploring which brokerage to go with. I love and use the ThinkOrSwim tool and have a personal account with both. I see a lot of discussion regarding this topic at bivio. Is there a post that covers the difference between the two in a comprehensive manner? Seems like this question is a more common one. Leaving out the on-going OFX issue, I get Fidelity is favored but I need to explain to the members why we are going with one over the other. Appreciate any insight/input! Thank you