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Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Get able to work if you’ll partake in any HSBC bonus. YMMV, however I’ve positioned them on my No checklist.
bbrock
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
bbrock wrote: ↑Wed Sep 18, 2024 10:54 amLeesbro63 wrote: ↑Wed Sep 18, 2024 6:35 amThat’s just about what I did. Not above SIPC protection. I believe you figured this out nicely.
Leesbro and Makaveli, are you partaking in taxable at each RH and WeBull? In that case, any issues up to now with both coping with customer support, or getting your value foundation displaying up appropriately?
For me the Robinhood account was an IRA (no foundation issues), however Webull was taxable. Webull stored telling me that they by no means bought the idea from Vanguard, so I lastly referred to as Vanguard and so they gave me a transaction quantity. A day after I despatched that to Webull, they agreed that they now have it and would replace my foundation quickly. 10 days glided by and I lastly emailed them this morning and nearly an hour in the past bought an e mail again that they manually up to date my foundation. I ponder if Webull would have ever actually adopted by means of had I not been persistent. However sure, it is all mounted.
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Leesbro63 wrote: ↑Wed Sep 18, 2024 11:46 ambbrock wrote: ↑Wed Sep 18, 2024 10:54 amLeesbro and Makaveli, are you partaking in taxable at each RH and WeBull? In that case, any issues up to now with both coping with customer support, or getting your value foundation displaying up appropriately?
For me the Robinhood account was an IRA (no foundation issues), however Webull was taxable. Webull stored telling me that they by no means bought the idea from Vanguard, so I lastly referred to as Vanguard and so they gave me a transaction quantity. At day after I despatched that to Webull, they agreed that they now have it and would replace my foundation quickly. 10 days glided by and I lastly emailed them this morning and nearly an hour in the past bought an e mail again that they manually up to date my foundation. I ponder if Webull would have ever actually adopted by means of had I not been persistent. However sure, it is all mounted.
Received it. Thanks for sharing Leesbro63
bbrock
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
Leesbro63 wrote: ↑Wed Sep 18, 2024 11:46 am]For me the Robinhood account was an IRA (no foundation issues), however Webull was taxable. Webull stored telling me that they by no means bought the idea from Vanguard, so I lastly referred to as Vanguard and so they gave me a transaction quantity. At day after I despatched that to Webull, they agreed that they now have it and would replace my foundation quickly. 10 days glided by and I lastly emailed them this morning and nearly an hour in the past bought an e mail again that they manually up to date my foundation. I ponder if Webull would have ever actually adopted by means of had I not been persistent. However sure, it is all mounted.
Is your particular person account at Webull in a margin or money account?
If margin, the associated fee foundation is viewable at Apex. However I am anxious as Webull is changing all the pieces to their in-house omnibus clearing quickly.
If money, then it is already their Omni clearing, so no Apex entry. I attempted contacting them and so they acknowledged they did not maintain lot by lot data, and solely have common costs…
Regardless, I’ve my spreadsheet of each lot, as a backup
Re: The Final, Definitive Thread on Brokerage Transfer Bonuses
pre wrote: ↑Wed Sep 18, 2024 11:56 amLeesbro63 wrote: ↑Wed Sep 18, 2024 11:46 am]For me the Robinhood account was an IRA (no foundation issues), however Webull was taxable. Webull stored telling me that they by no means bought the idea from Vanguard, so I lastly referred to as Vanguard and so they gave me a transaction quantity. At day after I despatched that to Webull, they agreed that they now have it and would replace my foundation quickly. 10 days glided by and I lastly emailed them this morning and nearly an hour in the past bought an e mail again that they manually up to date my foundation. I ponder if Webull would have ever actually adopted by means of had I not been persistent. However sure, it is all mounted.
Is your particular person account at Webull in a margin or money account?
If margin, the associated fee foundation is viewable at Apex. However I am anxious as Webull is changing all the pieces to their in-house omnibus clearing quickly.
If money, then it is already their Omni clearing, so no Apex entry. I attempted contacting them and so they acknowledged they did not maintain lot by lot data, and solely have common costs…
Regardless, I’ve my spreadsheet of each lot, as a backup
My account at Webull is a money account. And I even have the lot data from Vanguard, though I do not plan to promote my VTI ever. That being stated, issues can occur and I do wish to have good foundation data simply in case. In truth Webull just isn’t fairly prepared for primetime, in my ebook, due to this, as a result of they can not deal with a Revocable Belief account and might’t do Pay on Loss of life accounts. However for 3%, I am going to play with them below SIPC protection for just a few years, take my bonus, and transfer on. And if I croak within the meantime, my heirs may have some additional work. The {dollars} concerned justify the two 12 months threat of dying with no non-probate choice. However extra {dollars} concerned, I do not consider, justify any downside that would occur past the $500K SIPC protection.
