Quote Originally Posted by abfunders View Post
Chase has been solid for most I think. Most brokers I know have a Chase account.

Online banks that are friendly include Axos and Mercury. Not sure why you need a branch. Axos sucks from a UX and UI standpoint and they don't allow simple things like third party apps to connect. But they're a true bank. Mercury is a Fintech company using a bank as their product, but it's such an enjoyable experience.
Appreciate it, but Chase is actually the top 3 worst in NY, if not #1. Shut down numerous times, no questions, no answers. Acct opened, shut down after 1st transaction - letter in the mail "Sorry."

You must have an actual long standing relationship there or they do not know the whole of the business type.

Didn't think about online banks but "meh" I guess, worst-case scenario. I say branch in general, not necessary but important to have an actual acct manager relationship IMO to assist where needed with a personal touch.