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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
RandomGuyOnInternet wrote: ↑Wed Sep 04, 2024 5:52 pm
Additionally, does anybody have expertise with the Wells Fargo switch bonus? A couple of questions:– Did you run into any surprising charges?
— Buy charges for ETFs?
— Account termination charges at earlier brokerage?
— Checking account charges?– How lengthy did the switch take? How lengthy was your cash “out of the market”?
Additionally, I spotted that the $2500 bonus is taxable in order that rapidly turns into an $1800 bonus.
Thanks
RandomGuy
The best way to do any of those bonuses is switch property through “switch in form”, which means that your investments are by no means out of the market and since you are not shopping for/promoting there are not any cap positive factors taxes to take care of. What makes this attention-grabbing is that you simply’d merely switch “in-kind” from dealer A to B to C to D and accumulate bonuses alongside every cease.
I can not communicate to this particular WF deal, however I am planning on doing it myself (and partner) for $5k – taxes as you word.
However transferring “in-kind” would keep away from virtually the entire issues you are involved about.
I weblog right here: https://www.frugalprofessor.com/
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
FrugalProfessor wrote: ↑Wed Sep 04, 2024 10:20 pmRandomGuyOnInternet wrote: ↑Wed Sep 04, 2024 5:52 pm
Additionally, does anybody have expertise with the Wells Fargo switch bonus? A couple of questions:– Did you run into any surprising charges?
— Buy charges for ETFs?
— Account termination charges at earlier brokerage?
— Checking account charges?– How lengthy did the switch take? How lengthy was your cash “out of the market”?
Additionally, I spotted that the $2500 bonus is taxable in order that rapidly turns into an $1800 bonus.
Thanks
RandomGuyThe best way to do any of those bonuses is switch property through “switch in form”, which means that your investments are by no means out of the market and since you are not shopping for/promoting there are not any cap positive factors taxes to take care of. What makes this attention-grabbing is that you simply’d merely switch “in-kind” from dealer A to B to C to D and accumulate bonuses alongside every cease.
I can not communicate to this particular WF deal, however I am planning on doing it myself (and partner) for $5k – taxes as you word.
However transferring “in-kind” would keep away from virtually the entire issues you are involved about.
Good level on the switch in form. I maintain Vanguard Admiral shares so I could must convert to the ETFs to do a switch in form.
RandomGuy
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
RandomGuyOnInternet wrote: ↑Wed Sep 04, 2024 10:47 pmFrugalProfessor wrote: ↑Wed Sep 04, 2024 10:20 pmRandomGuyOnInternet wrote: ↑Wed Sep 04, 2024 5:52 pm
Additionally, does anybody have expertise with the Wells Fargo switch bonus? A couple of questions:– Did you run into any surprising charges?
— Buy charges for ETFs?
— Account termination charges at earlier brokerage?
— Checking account charges?– How lengthy did the switch take? How lengthy was your cash “out of the market”?
Additionally, I spotted that the $2500 bonus is taxable in order that rapidly turns into an $1800 bonus.
Thanks
RandomGuyThe best way to do any of those bonuses is switch property through “switch in form”, which means that your investments are by no means out of the market and since you are not shopping for/promoting there are not any cap positive factors taxes to take care of. What makes this attention-grabbing is that you simply’d merely switch “in-kind” from dealer A to B to C to D and accumulate bonuses alongside every cease.
I can not communicate to this particular WF deal, however I am planning on doing it myself (and partner) for $5k – taxes as you word.
However transferring “in-kind” would keep away from virtually the entire issues you are involved about.
Good level on the switch in form. I maintain Vanguard Admiral shares so I could must convert to the ETFs to do a switch in form.
RandomGuy
You presumably may switch the mutual funds, however ETF’s are definitely extra transportable and extra doubtless to have the ability to be traded free of charge wherever you find yourself.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
hmw wrote: ↑Sat Aug 31, 2024 9:32 amsc9182 wrote: ↑Fri Aug 30, 2024 10:38 am
Simply obtained a heads-up from a bud about WeBull 3x IRA referral bonus from final Nov-Dec 2023 (1-year maintain):For any people who might have participated on this WeBull bonus from last-year, was informed the Rewards posted right this moment morning (Aug thirtieth, 2024).
(Ref: https://www.webull.com/ko-yield/1699416114037-5d012f)Go Declare these rewards (from their Cellular app, MyRewards part), and you’ll get these monies deposited into Brokerage account (if you have not opened one but – do open brokerage first, previous to Clicking the rewards) in 5-7 enterprise days. These ought to present “in-transit” tab of “My Rewards” part.
iirc – these Rewards have to be Claimed inside 30-days — in any other case, they could get misplaced
Thx
I claimed the bonus on Webull app yesterday and the bonus was paid out this am. It was a really juicy bonus. I do not know the way Webull is just not dropping cash on this sort of bonuses.
Observe that the bonus acquired within the taxable account should stay for 90 days.
A couple of questions on this, please:
1) Can we switch out the IRA funds earlier than this 90 day interval (there’s a switch out charge, however hopefully Constancy will reimburse)?
2) Though the bonus acquired within the taxable account should stay for 90 days, can it’s invested throughout this time (purchase SGOV now, and promote after the 90 day interval)?
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
UncleLeo wrote: ↑Thu Sep 05, 2024 5:32 amhmw wrote: ↑Sat Aug 31, 2024 9:32 amsc9182 wrote: ↑Fri Aug 30, 2024 10:38 am
Simply obtained a heads-up from a bud about WeBull 3x IRA referral bonus from final Nov-Dec 2023 (1-year maintain):For any people who might have participated on this WeBull bonus from last-year, was informed the Rewards posted right this moment morning (Aug thirtieth, 2024).
(Ref: https://www.webull.com/ko-yield/1699416114037-5d012f)Go Declare these rewards (from their Cellular app, MyRewards part), and you’ll get these monies deposited into Brokerage account (if you have not opened one but – do open brokerage first, previous to Clicking the rewards) in 5-7 enterprise days. These ought to present “in-transit” tab of “My Rewards” part.
iirc – these Rewards have to be Claimed inside 30-days — in any other case, they could get misplaced
Thx
I claimed the bonus on Webull app yesterday and the bonus was paid out this am. It was a really juicy bonus. I do not know the way Webull is just not dropping cash on this sort of bonuses.
Observe that the bonus acquired within the taxable account should stay for 90 days.
A couple of questions on this, please:
1) Can we switch out the IRA funds earlier than this 90 day interval (there’s a switch out charge, however hopefully Constancy will reimburse)?
2) Though the bonus acquired within the taxable account should stay for 90 days, can it’s invested throughout this time (purchase SGOV now, and promote after the 90 day interval)?
1. I believe I can switch out the IRA account after the bonus cost. I did not see any language prohibiting it within the T&C. You’ll be able to learn the hyperlink above.
2. I believe so. I purchased extra ETF with the 9k money I acquired.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
FrugalProfessor wrote: ↑Wed Sep 04, 2024 10:20 pmRandomGuyOnInternet wrote: ↑Wed Sep 04, 2024 5:52 pm
Additionally, does anybody have expertise with the Wells Fargo switch bonus? A couple of questions:– Did you run into any surprising charges?
— Buy charges for ETFs?
— Account termination charges at earlier brokerage?
— Checking account charges?– How lengthy did the switch take? How lengthy was your cash “out of the market”?
Additionally, I spotted that the $2500 bonus is taxable in order that rapidly turns into an $1800 bonus.
Thanks
RandomGuyThe best way to do any of those bonuses is switch property through “switch in form”, which means that your investments are by no means out of the market and since you are not shopping for/promoting there are not any cap positive factors taxes to take care of. What makes this attention-grabbing is that you simply’d merely switch “in-kind” from dealer A to B to C to D and accumulate bonuses alongside every cease.
I can not communicate to this particular WF deal, however I am planning on doing it myself (and partner) for $5k – taxes as you word.
However transferring “in-kind” would keep away from virtually the entire issues you are involved about.
I’m 60 days into my 90 day interval. I transferred in form and didn’t run into any issues. Nonetheless, later I purchased extra ETFs and MFs as a part of my month-to-month funding purchases. I neglect whether or not I transferred the cash from my outdoors checking account there first or did it as a part of the ETF buy transaction, however no matter I did I ended up being charged a $17 “Debit Cost” for one thing that I’ve accomplished 1,000,000 occasions free of charge at locations like Fido and Vanguard. I assume it is for the cash they floated me for the 2 days between when the purchases occurred and the ACH lastly settled? Regardless that it had mentioned the funds have been out there to commerce?
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Edit, Partial Replace: I known as Vanguard they usually gave me the “Switch Management Quantity”. I known as Webull again with this and some hours later I obtained an E-mail saying they “discovered” the switch and can replace my foundation quickly. I’ll report again if this occurs (or if there’s an extra drawback.
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Does anybody have any concepts on easy methods to get this match? If not, what’s the following greatest brokerage bonus they’ll match?
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Tue Sep 10, 2024 10:22 am
Heard again from Schwab. They refuse to match the Wells Fargo $2500 deal as a result of it’s a checking bonus, not a brokerage bonus. I attempted asking to talk with another person, but it surely looks as if that particular person gave the identical reply.Does anybody have any concepts on easy methods to get this match? If not, what’s the following greatest brokerage bonus they’ll match?
tasty provides first rate bonus.
However – one Schwab unlikely to match it .. strive instantly getting Tasty itself.
The great thing about WellsFargo bonus is that they settle for Rollover IRAs additionally for
bonus – the place as many different bonuses are clearly tied to “brokerage” (non-retirement) property.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Tue Sep 10, 2024 10:22 am
Heard again from Schwab. They refuse to match the Wells Fargo $2500 deal as a result of it’s a checking bonus, not a brokerage bonus. I attempted asking to talk with another person, but it surely looks as if that particular person gave the identical reply.Does anybody have any concepts on easy methods to get this match? If not, what’s the following greatest brokerage bonus they’ll match?
Its. YMMV. If they are saying no, they are saying no. You’ll be able to’t go in anticipating to get the match or discover a workaround to get the match. If you’d like the Wells deal, the one strategy to assure it’s to do it at Wells.
Tastytrade ought to nonetheless have $2k for $100k, I doubt they’d match it, however you would possibly as effectively strive.
https://support.tastytrade.com/support/ … 3000678965
It is attainable the individuals who have had beneficiant provides matched have already got a excessive steadiness at Schwab and that is being considered.
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
sc9182 wrote: ↑Tue Sep 10, 2024 10:41 ammanlymatt83 wrote: ↑Tue Sep 10, 2024 10:22 am
Heard again from Schwab. They refuse to match the Wells Fargo $2500 deal as a result of it’s a checking bonus, not a brokerage bonus. I attempted asking to talk with another person, but it surely looks as if that particular person gave the identical reply.Does anybody have any concepts on easy methods to get this match? If not, what’s the following greatest brokerage bonus they’ll match?
tasty provides first rate bonus.
However – one Schwab unlikely to match it .. strive instantly getting Tasty itself.
The great thing about WellsFargo bonus is that they settle for Rollover IRAs additionally for
bonus – the place as many different bonuses are clearly tied to “brokerage” (non-retirement) property.
The property I will likely be shifting are taxable.
You don’t assume Schwab would match the tasty bonus?
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Tue Sep 10, 2024 10:44 amsc9182 wrote: ↑Tue Sep 10, 2024 10:41 ammanlymatt83 wrote: ↑Tue Sep 10, 2024 10:22 am
Heard again from Schwab. They refuse to match the Wells Fargo $2500 deal as a result of it’s a checking bonus, not a brokerage bonus. I attempted asking to talk with another person, but it surely looks as if that particular person gave the identical reply.Does anybody have any concepts on easy methods to get this match? If not, what’s the following greatest brokerage bonus they’ll match?
tasty provides first rate bonus.
However – one Schwab unlikely to match it .. strive instantly getting Tasty itself.
The great thing about WellsFargo bonus is that they settle for Rollover IRAs additionally for
bonus – the place as many different bonuses are clearly tied to “brokerage” (non-retirement) property.The property I will likely be shifting are taxable.
You don’t assume Schwab would match the tasty bonus?
They may say its not a significant brokerage.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Robinhood lately did a survey of their energy customers asking the sort of A/B questions like on the optometrist the place they attempt to drill down in your preferences. A few of the areas they introduced up included tax heaps, mutual fund buying and selling, futures buying and selling, means to purchase bonds, extra sturdy charting, and extra cryptos, amongst different issues.
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Solar Sep 01, 2024 10:57 am
DW desires to maneuver $300k to Schwab from E*Commerce for a bonus. Primarily based on this thread it appears getting them to match the $1000 provide from Citi can be the most effective guess, however I noticed some dialogue on $2500 from Wells as one other attainable match. She doesn’t thoughts holding the property at Schwab for a 12 months. Something higher than $1000? Respect it.
What is that this $1,000 Citi give you talked about?
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Doc. Physician of credit score web site
bbrock
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Additionally, what’s the advice for shifting out the IRA account? WellsTrade mentioned they don’t reimburse ACATS or termination charge from one other establishment. So, I’m eager about doing partial switch of the account at Merrill to keep away from the charge from Merrill. Does Merrill cost something for liquidating fractional shares within the case of shares and ETFs the place I’ve some fractional shares for instance, an ETF with 10.256 shares?
Thanks upfront.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
I believe all people reserves the fitting to do it (or stuff prefer it) but it surely is determined by how reliably they assume they’ll confirm you in any other case. In August I opened Wells Fargo checking and brokerage accounts on-line (which are actually in energetic use) and have by no means needed to add something, however I’ve had a secure handle and cellphone quantity for ages. They made a degree within the signup course of of claiming they relied closely on with the ability to confirm by utilizing one’s cell phone quantity and checking that the title matched what the service had on file, which I discover a curious new course within the realm of verification, and whereas I by no means needed to add something I did certainly should report a texted verification code. (In concept my file at Chex Programs is frozen however I am unsure if Wells makes use of them.)
I had two financial institution accounts (that I do know of) opened in my title in the course of the COVID-19 period (together with, and presumably to gather, a fraudulent unemployment declare) and I am curious what mechanism was used for validation in these circumstances. I discovered about one as a result of they despatched me a postcard and the opposite as a result of BoA already knew me and was all “Hey do you need to hyperlink your new checking account?”
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
glitchy wrote: ↑Sat Sep 14, 2024 10:18 am
They made a degree within the signup course of of claiming they relied closely on with the ability to confirm by utilizing one’s cell phone quantity and checking that the title matched what the service had on file, which I discover a curious new course within the realm of verification, and whereas I by no means needed to add something I did certainly should report a texted verification code.
As I’ve talked about earlier than, it appears most banks’ and brokerages’ agreements include a provision permitting them to contact one’s cellphone supplier to acquire data for id verification functions. This consists of private particulars, sort of cost plan, machine particulars, and many others. Laborious to consider the cellphone suppliers are so unfastened with buyer data. This was mentioned right here:
zero_coupon wrote: ↑Sat Jul 13, 2024 1:56 pmbople wrote: ↑Tue Jun 11, 2024 4:01 pmzero_coupon wrote: ↑Tue Jun 11, 2024 2:59 pmLastrun wrote: ↑Tue Jun 11, 2024 12:55 pm
For instance, a member of the family had an previous cellphone quantity that was in a enterprise title just a few years in the past however become the member of the family’s title. Regardless of this, the Capital One on-line utility didn’t need to settle for the quantity as hers for 2fa and different functions and made her go into the department to arrange the account. That is even though the particular person had been a buyer of Capital One earlier than even the Chevy Chase Financial institution days.It appears most banks’ and brokerages’ agreements include a provision permitting them to contact one’s cellphone supplier to acquire data for id verification functions. This consists of private particulars, sort of cost plan, machine particulars, and many others. Laborious to consider the cellphone suppliers are so unfastened with buyer data.
I believe that is https://nctue.com/ getting used. In all probability just like how we get the “the place have you ever lived, which automobile have you ever leased, are you aware any of the next individuals” questions for identification–usually a LexisNexis product getting used.
Which may be the case. Nonetheless, maybe the agreements are referencing a distinct verification methodology (instantly through the cell operators)? See right here:
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Thought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Tue Sep 17, 2024 1:16 pm
I’ve tried my greatest for $300k in property with Schwab they usually have not budged on solely providing $1000. Obtained a retention provide in 2022 so they do not need to give one other one, they usually do not need to match Tasty or Wells Fargo. Is the $1000 the most effective I am going to do going to Schwab?
No one can inform you, totally different individuals get totally different provides. In the event that they already gave you a retention provide, it kind of is smart they do not need to offer you one other one. 300k is just not so much for Schwab, they usually know you are the kind of account to maintain coming again for extra bonus cash relatively than simply staying put. That mentioned, Schwab tends to return ask you what you need after they obtain your ACATs switch, if they really need to hold you
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
sc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..
You might be proper. I used to be viewing an outdated M1 promo. Citi seems to be the highest contender.
And sure, ripped by the opposite referenced brokerages.
These alternatives actually got here again to Earth. Slim pickings.
80:20 EQ to Fastened Earnings, 70:30 US:Worldwide
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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Makaveli wrote: ↑Tue Sep 17, 2024 4:01 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..You might be proper. I used to be viewing an outdated M1 promo. Citi seems to be the highest contender.
And sure, ripped by the opposite referenced brokerages.These alternatives actually got here again to Earth. Slim pickings.
Can somebody share the citi promo? I can’t discover it wherever.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
manlymatt83 wrote: ↑Tue Sep 17, 2024 4:03 pmMakaveli wrote: ↑Tue Sep 17, 2024 4:01 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..You might be proper. I used to be viewing an outdated M1 promo. Citi seems to be the highest contender.
And sure, ripped by the opposite referenced brokerages.These alternatives actually got here again to Earth. Slim pickings.
Can somebody share the citi promo? I can’t discover it wherever.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
sc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..
Any current expertise with Robinhood 1% deposit match or WeBull 2% deposit match? Deposit 1mm for $10,000, or $20,000, is enticing.
80:20 EQ to Fastened Earnings, 70:30 US:Worldwide
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Makaveli wrote: ↑Tue Sep 17, 2024 4:18 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..Any current expertise with Robinhood 1% deposit match or WeBull 2% deposit match? Deposit 1mm for $10,000, or $20,000, is enticing.
WeBull 2% deposit/ACATS match appears tempting – tonight would be the final evening for this provide (except they lengthen it once more). In the event you do need to take part in it – test with their help which you can begin your switch in a day or two and that it may take per week or two to complete the ACATS switch. More than likely, you might be permitted (esp, if you’re doing 500K or 1MM sort numbers). On WeBull – Questions round cost-basis/tax-lots stay..
Unsure about RH provide/particulars
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
sc9182 wrote: ↑Tue Sep 17, 2024 4:38 pmMakaveli wrote: ↑Tue Sep 17, 2024 4:18 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..Any current expertise with Robinhood 1% deposit match or WeBull 2% deposit match? Deposit 1mm for $10,000, or $20,000, is enticing.
WeBull 2% deposit/ACATS match appears tempting – tonight would be the final evening for this provide (except they lengthen it once more). In the event you do need to take part in it – test with their help which you can begin your switch in a day or two and that it may take per week or two to complete the ACATS switch. More than likely, you might be permitted (esp, if you’re doing 500K or 1MM sort numbers). On WeBull – Questions round cost-basis/tax-lots stay..
Unsure about RH provide/particulars
As a result of I query WeBull and the security with if going over 500k, international presence, and due to the associated fee foundation reported issues with taxable accounts, does anybody have enter on Robin Hood? On >1m switch, 1% is engaging.
In the event you carried out taxable brokerage bonus there for the two yr period, how did it go?
Did you may have any issues with value foundation accounting?
How’s the consumer interface platform?
Is it as simple as TT to get ahold of customer support?
bbrock
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Makaveli wrote: ↑Tue Sep 17, 2024 4:18 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..Any current expertise with Robinhood 1% deposit match or WeBull 2% deposit match? Deposit 1mm for $10,000, or $20,000, is enticing.
I second that plan to switch to RH for $10K bonus
bbrock
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
bbrock wrote: ↑Tue Sep 17, 2024 5:04 pmMakaveli wrote: ↑Tue Sep 17, 2024 4:18 pmsc9182 wrote: ↑Tue Sep 17, 2024 1:12 pmThought, all M1 promotion(s) have since expired. Which one is energetic, or do you may have a private provide in writing ?
As for Citi – as painful as Citi is to work with – its gotten mildly-better than what they was. Additionally, Citi accepts IRA monies for its bonus (unsure if/no matter M1 promotion does it or not?)
Have your completed with Schwab, eTrade, tasty, WF ?
WeBull could also be okay on shorter-term promotions – however Questions round cost-basis/tax-lots stay..Any current expertise with Robinhood 1% deposit match or WeBull 2% deposit match? Deposit 1mm for $10,000, or $20,000, is enticing.
I second that plan to switch to RH for $10K bonus
Break up the infant and deposited 500k at every (SIPC consolation). So WeBull $10,000 and Robinhood $5,000.
Due to the discussion board for the short chat.
80:20 EQ to Fastened Earnings, 70:30 US:Worldwide
