We have been with Schwab and are transitioning to Fidelity.  Schwab has been such a pain to deal with since our account was acquired by them from Ameritrade (broker we really loved).  Since the transfer, life has been a bad dream that went on and on.

Changing club officers (and trading access authorization) after our biannual election was virtually impossible.  Write this letter . . . complete this 21-page form . . . no you messed up a section - do it again . . . no, that's not right . . . Additionally, we were not able to get some basic information on the breakout of qualified, non-qualified and Section 199a dividends.  If you speak to a different rep, you will get a different story . . . I'm sorry, we don't have that information . . .  I'm glad the nightmare is coming to a close.

Another prime reason for our pending move is the fact that we could not give stock to a departing member (even if all club members wanted to do that and stated it in writing).  No, that is impossible.

Leo