I've gotten Schwab to pay me a retention not so long ago - July, 2023.Has anyone had success with getting their current brokerage to match an outside bonus offer in an effort to retain you?
I certainly had to ask!
A bit of clarification, I moved $100K from elsewhere to bring my Schwab total to $1M.
The retention bonus was $4500 for $1M. All my accounts at Schwab are retirement accounts.
As I recall it matched a new account bonus from either E*Trade or MerrillEdge.
It was 4 years after I first moved funds to Schwab, getting a noticeable bonus at that time.
I've kept those funds at Schwab since first moving there.
Yes, too long ago for anyone to take advantage of now.
But perhaps recently enough to consider for the future.
Mark
Statistics: Posted by MarkVH0518 — Fri Sep 27, 2024 9:10 pm — Replies 8994 — Views 1675383