"Schwab's website is primitive compared to Ameritrade's, imho."
I will second that comment, R59. Over the years, TDAM has added many nice features. Schwab is throwing them in the trash. One thing that neither brokerage offered that I would like to see is an automatic sweep into an interest bearing money market fund. I asked Schwab and was told no, I needed at least $10 million in my account for that.
Does anyone know an online brokerage that offers that feature at a competitive rate?