We have investment accounts with both Fidelity and Vanguard. It's not some sort of odd diversification strategy, it's mostly historic. We started with Fidelity and while I prefer Vanguard's policies and stinginess there's a lot of inertia in my life.
Which is why it was unwise of Fidelity Investments to be stupidly annoying.
I wanted to deposit a check in a treasury fund. Simple act, but the days when I could find deposit forms are sadly gone. (No, I don't balance my accounts either. You have time to do that?)
No problem, I figured I'd have Fidelity print one out.
Hah!
After ten minutes of increasing frustration I finally found a page that would print a generic deposit form -- which I had to complete by editing the pdf.
Huh?
I tried Vanguard. It took seconds to find the right page, and Vanguard generated a custom PDF for me with all the information entered -- and a transaction number.
Smart.
Good-bye Fidelity.
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