Does anyone use SoFi or any other platform other than Fidelity or Schwab?
I had an account with TD Ameritrade that was recently taken over Schwab and the Schwab web page in my opinion is horrible. I don’t do a lot of trading, but I actively manage my account. The Ameritrade page had streaming real time quotes, gains/loss, etc. Schwab is static unless you refresh. Schwab has their StreetSmart Edge platform, but it is the opposite problem. It is a trading platform more for day traders and people who do Options.
I could say more, but for the sake of brevity, I’ll leave it there.