With regard to savings, checking, and investing, one word of advice: work with as few financial institutions as possible.
Personally, I have not found anything better than Schwab when it comes to cash management, savings, checking, and investing.
A possible exception, about which I know nothing, is SoFi.
I then googled: is schwab's biggest competitor sofi -- and this was the top return:
Having read all that, I would now strongly suggest choosing either Schwab or SoFi as your one-stop financial institution. Period. Dot.
In the Stanford area, it might come down to easiest physical access to a Schwab office or a SoFi office. I don't know if SoFi has physical offices; Schwab does.
Later: well that was easy -- SoFi has no physical offices. That does it for me. Schwab over SoFi.
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