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Old 06-05-2015, 01:26 PM   #21
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be very careful how and where you transfer the money.

i moved 250k going for the 600 bucks . i moved it in to my core.

well a bill payment went through that day and the way fidelity works is they take what comes in , subtract what goes out .

i fell to 249k on the day and only got credit for the 300.00 level
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Old 06-05-2015, 03:00 PM   #22
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Originally Posted by mathjak107 View Post
be very careful how and where you transfer the money.

i moved 250k going for the 600 bucks . i moved it in to my core.

well a bill payment went through that day and the way fidelity works is they take what comes in , subtract what goes out .

i fell to 249k on the day and only got credit for the 300.00 level
Mathjak
I hope you talked to your advisor about getting an adjustment. I had a similar situation when I transferred a balance in kind and by the time all the paperwork and transfers got done, the balance dropped below the threshold due to market moves--I think the original sum was a 1000 bonus
My advisor went to bat for me and I got the full amount.
Good Luck
Nwsteve
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Old 06-05-2015, 03:09 PM   #23
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nope in my case they went by the book and it was only the 300.00 .

they offered me a few free trades though but no where near the difference.
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Old 06-05-2015, 03:19 PM   #24
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I get these offers on a regular basis. The free trades are not worth much to me. I did do the Chase $500 offer for opening a checking account , and $15k sav. account for at least 90 days. They dropped the direct deposit to checking required amount to at least one $ 500 DD per mo.

Had to listen to a 20 something "I'm your personal banker from now on" for a while so he could try to sell me annuities and insurance.

The guy said he wants to relocate and move to another bank brand, but would have to reimburse chase for the training and testing cost for his series 6 licence he got this year. ...

I gave him a little free advice on that .. " Get a doctors note stating you need a service animal for anxiety , and get a big slobbering dog , I mean service animal, for same. Bring the creature to your sales cubicle every day. They will gladly let you leave w/o repaying training costs"
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