You can also move funds out for ~9 months of the year between anniversary dates to get bonuses elsewhere.I guess I haven't seen the need keeping Merrill at this point yet. I can't say I've been too impressed with their service either, as I submitted docs to turn our account into a joint one literally months ago and they still haven't processed it yet (they told me I'm going to have to re-submit..).
You may also be able to request a retention or deposit bonus ever year or two.
Statistics: Posted by Lyrrad — Thu Aug 15, 2024 7:49 pm — Replies 7748 — Views 1043009