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gusto_customer 3 days ago

Hey, fresh startup here. We use Gusto and selected Guideline out of the two options presented, mostly because we have a ton of things we're focused on. Always had a feeling it was a scam, but didn't have time to really dig into it (we're also pretty small at the moment)

What's the best way to transition to Fidelity / Vanguard? I assume Fidelity would be better for having a single entity to deal with rather than Fidelity for HSA and Vanguard for 401K?

Schiendelman 3 days ago | parent [-]

Call Fidelity and ask them - they'll happily walk you through it!

JumpCrisscross 3 days ago | parent [-]

Yeah, Fidelity customer service regularly beats my private client groups’. They want your money and then for you to be so happy about them that you forget you saved it :P.