Word. I know he's speaking strictly from a long term investing standpoint and not considering functionality for day trading. I personally do very little DT these days, and prefer to keep those accounts separate:
- M1 for my taxable brokerage and Roth IRA
- ETrade for trading, charting, and market research
- Also, my workplace 401K is with Schwab, I always forget this since I don't really check it that much
If M1 ever imploded, I think I'd switch my shit over to Fidelity since I've heard good things over time from friends and some of the creators I follow.
M1 is nice, I'm surprised they haven't been bought out because of how easy they automate everything.