I would love to hear from a Vanguard employee on their tech challenges, e.g., why is the client web interface significantly worse than competitors? Or is it purposeful? E.g., slow down, trade less?!
I think Fidelity's Net Benefits (which I believe is distinct from the personal site) is pretty bad though.
For an example of a thing I hate about the new web interface is trying to buy a stock. You end up in some different part of the website where after you place your order it shows you a differently formatted order status page than the normal order status page. There's an Exit button at the top. Pressing the Exit button will pop up asking if you want to leave because you'll lose all your unplaced orders, of which you have none because how you got to the Order Status page was by fully placing an order. It's confusing for no reason.
In contrast, I can do all that in one pop-up/side panel in Fidelity or Charles Schwab. I have been a long time user of Vanguard (almost two decades) and I wish they revert to their old web UI, which is informative and simple enough to get all the jobs I need to do in an efficient manner.
Vanguard's architecture is enormous, but they are getting closer and closer to fully modernizing the site and retiring legacy completely. Its something that has been happening and will continue to happen over the next few years.
I refuse to do business with a company with that shoddy of security practices. There's no reason what the representative was doing couldn't have been done online through a secure portal that respects my privacy, but alas, it could not.
I went with Fidelity. Its been great. Though all these brokerages have their pros and cons, I groked the setup at Fidelity pretty fast.