Partnership Disclosure
We might be compensated by one of our IRA partners for an account you open through our platform. This helps us keep the rollover service free, but it never impacts the fees you’ll pay on your new account. We only win if you do, and our job is to help you simplify your retirement accounts. We also help people who already have an IRA account even though we might receive no compensation in these situations—because it’s just the right thing to do!

Schwab IRA vs Tradestation IRA

Schwab is a great option if you want an easy-to-use, low-cost trading account from the broker that pioneered low-commission trades.

Consider Tradestation if you want a sophisticated trading platform for advanced investors who value screening & data, and want to trade widely.

Charles Schwab

Charles Schwab

Self-Directed

Best if you want
An easy-to-use, low-cost trading account from the broker that pioneered low-commission trades.
Fees
0%
What they invest in
Stocks & ETFs, Mutual Funds, Options, Futures, Bonds
Limitations
Schwab does not offer direct investments in cryptocurrency, though this won't be a limitation for most investors.
Human advisor available?
Yes, the Schwab's Premium Intelligent Portfolios offering; requires $25,000 minimum balance and costs $30 a month in addition to a $300 one time planning fee
Account Minimums
$0
Ease of Use
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4.5 stars
Customer Support
Great mix of call centers, online help and over 340 branches.
Tradestation

Tradestation

Self-Directed

Best if you want
A sophisticated trading platform for advanced investors who value screening & data, and want to trade widely.
Fees
0%
What they invest in
Stocks & ETFs, Mutual Funds, Options, Futures, Crypto, Bonds
Limitations
Might be a little heavy-duty for inexperienced traders.
Human advisor available?
Account Minimums
$0
Ease of Use
Star filledStar filledStar filled
3 stars
Customer Support
Online and call center access.
Ready to take control of your assets?
Capitalize helps you consolidate your old 401(k)s by rolling them into an IRA of your choosing. Use an existing IRA if you have one, or we’ll help you open one if you don’t.
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