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Personal Investments • Best "Local" Bank For Brokerage CMA Users

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I do not use CMA.

My bank is Wells Fargo. Checking is free with a $500 monthly minimum balance or a $500 direct deposit -- mine is my SS. Includes BillPay at no charge. It's been years and years since I last did a Cashier's Check. No charge for using their Notary, but you must do so by appt. Very well integrated with their Credit Cards and Wells Trade Brokerage Account.

In settling my Dad's Estate last year, not a single grumble as I passed thru low 6 figures transfers.

Statistics: Posted by RetiredAL — Mon Sep 30, 2024 9:23 pm — Replies 6 — Views 242



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