They may have told you that because the full-service brokerage account (which qualifies for the CPC bonus) always has an advisor assigned and ACATS transfer requests are done via DocuSign; this is in contrast to their self-directed accounts (formerly YouInvest, and which do not qualify for the CPC bonus) has no advisor and you initiate ACATS transfers yourself. I was able to open a full-service brokerage a few years ago and again last month for the CPC bonus, with no AUM, and where I do trades on my own online with no fees.Has anyone done a CPC bonus lately? I have had appointments scheduled at two branches and for whatever reason I was told that Chase doesn't offer full-service brokerage accounts that clients have full control of or where clients can do ACAT.
I intend to open a CPC checking account and full brokerage account, where I have full control, and bring in SGOV ETF to earn the bonus. Any advice/recommendations?
Statistics: Posted by 02nz — Mon Feb 05, 2024 11:49 am — Replies 7491 — Views 1128441
