Just to make sure: Do IRAs count towards the Citi PWM bonus?The same $200K gets you $1,000 at Citi, but you have to deal with Citi. ME is much easier, at least in my experience. (We've done it twice at both.)If small IRA eligible bonuses are being brought up, Merrill Edge is superior at $750 for $200K: https://www.merrilledge.com/offers/me750
The most productive use of $500K is the combination of $2,500 for WF Premier checking and $200K for CPWM, as you cite above. Move $201K of ETFs to CPWM. They tolerate market fluctuations. Move the remainder to WF. They don't tolerate market fluctuations. If the balance drops to $249,999.99 for one day, you lose the bonus.
If they do and I have 3 originating IRA accounts (Vangaurd+Fid), would you recommend to first consolidate them into one before moving to Citi to minimize headache?
Statistics: Posted by UncleLeo — Mon Jan 15, 2024 5:48 am — Replies 7236 — Views 1088768