[HonorInPa]

I use JP Morgan for investing and Chase for banking - not heard a thing.

[leopud]

My co-workers heard that JP Morgan has customer service problems.

[Tell It Right]

I use both T Rowe and Charles Schwab for investing. T Rowe for mutual funds, and Schwab for options trading (new to it).

I was able to set up the options trading in my Roth IRA so that the day-by-day transactions don't have income tax. That took a manual review by the manager to approve. It's a tiny portion of our portfolio, but it seems to be doing its thing.