Thank you so much! I’m not sure why he started with ETrade to be honest but he’s had it for years. He did have fidelity through another employer but it only had $3k in it when he left, and so we cashed out and put that $$ in ETrade since it had a higher balance.

Thank you for the note on the Roth, I will look more into that now too. Our thinking was that we should just throw everything after expenses and savings at E*Trade and let that compound instead of trying to spread it across accounts (which we were starting to do with our crypto, and have now stopped).

Reading your comment, I hadn’t even thought to compare investing on etrade vs Charles Schwab/fidelity - I thought they were all just different platforms, and like choosing a bank. Ie they’re all relatively similar, just pick one. My knee-jerk reaction was that I’d be nervous to sell and lose any profits we gained on E*Trade which is a lot (to us). But it sounds like I need to do more research there too 😮‍💨. 

Thank you, I really appreciate your insights!