Search found 25 matches

by pre
Fri Oct 13, 2017 4:34 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Does Fidelity have any bonuses in the third quarter (other than the largely useless 500 trades free bonus) ? I looked on their site, but didn't find anything. I used to particularly like their mileage bonuses, but those vanished at the end of March. Fidelity seems to be out of the public bonus game...
by pre
Thu Oct 12, 2017 11:42 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Does Fidelity have any bonuses in the third quarter (other than the largely useless 500 trades free bonus) ? I looked on their site, but didn't find anything. I used to particularly like their mileage bonuses, but those vanished at the end of March. Fidelity seems to be out of the public bonus game...
by pre
Thu Oct 12, 2017 7:32 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Am incorrect in that these bonuses do not apply to 401k rollovers? I think the TD Ameritrade offer specifally states that rollovers are not permitted. Thanks, RC Assuming you mean the IRA transfer, not the act of rolling over a 401k to an IRA itself? Sounds strange TDA would not allow it, as it's b...
by pre
Fri Sep 08, 2017 6:32 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Curious if any folks who've earned Schwab bonuses transferred out before the specified term limit? I got a matched offer about 10 months ago, with a term of 12 months. Poor timing, but I'm planning on a home refinance with Bank of America and they're offering me significant additional discounts with...
by pre
Mon Aug 21, 2017 7:53 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Hi all, I just received my merril edge 500$ bonus thanks to this thread. How long do I have to keep my money in the account? I was thinking that once the bonus posts I can do what I want. Are there any options out there for a 110k brokerage account? Does merril offer retention bonus? I know 110k is...
by pre
Tue Aug 08, 2017 4:22 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I recently completed opening an account at Merrill Edge and I have received the bonuses. My experience has been positive. Here is my thread of asking about Merrill Edge with several updates, and I thought I will cross post here since this is the thread on brokerage bonuses. https://www.bogleheads.o...
by pre
Wed Aug 02, 2017 9:18 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

In an effort to get bonuses, I opened an account with etrade today. However, my experience so far is negative. During the account opening process, I was ask to set up an external account. I set up my checking account. Afterwards, I decided to add my online savings account. It says for new customer,...
by pre
Wed Jul 26, 2017 10:29 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I made a new thread for the specific question below, but I'll also ask it here (since a brokerage bonus got me there). Question: How do you set up automatic dividend reinvestment in mutual funds at E*Trade https://www.bogleheads.org/forum/viewtopic.php?f=1&t=224252 In the keyword search box, type "...
by pre
Mon Jul 17, 2017 10:24 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Earl I think you mentioned earlier that you were going to try and get a Scottrade bonus (might be the last opportunity before they merge with Etrade). Did you go ahead with that ? It seems like Scottrade's best bonus right now is around $300 for 100K, $600 for 250 K and so on. No competing bonus fo...
by pre
Sat Jul 15, 2017 1:11 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

^^Great news, thanks for sharing. ME's not had their $1000 bonus for $200k for quite a while now. Will certainly contact a rep next time time about matching something, myself. They matched it to $250K and not $200K. Right, the public offer's traditionally been for that $100k-to-$200k tier, but it's...
by pre
Sat Jul 15, 2017 12:38 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

^^Great news, thanks for sharing.

ME's not had their $1000 bonus for $200k for quite a while now. Will certainly contact a rep next time time about matching something, myself.
by pre
Sun Jun 18, 2017 10:22 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I noticed the TD offer ends soon so thinking of just starting there. They've been renewing the $1000 offer regularly, but indeed they might not. From looking a little at expired offers, it seemed to me that there used to be better bonus offers from more brokerages in the near past and they've falle...
by pre
Mon Jun 12, 2017 7:38 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Schwab's the only one of the major firms that I've transferred into my previous/old account. I get my local rep to match the best competing offer at the moment, and their marketing department actually sends me a letter documenting the match (terms, amounts, etc.) a few days later. So then my rep ju...
by pre
Sun Jun 11, 2017 11:53 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Sun Jun 11, 2017 9:18 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Wed Jun 07, 2017 12:54 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Wed May 24, 2017 3:11 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 572
Views: 90379

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Have any folks had experience with Schwab's offers with different types of accounts, i.e. taxable and tax-deferred? Merrill Edge, for example, makes their offers available independently of each other, so I've been able to take advantage of bonuses from both types concurrently. I'd like to do the sam...
by pre
Wed Nov 18, 2015 11:39 pm
Forum: Personal Finance (Not Investing)
Topic: ATM use in Europe
Replies: 31
Views: 2505

Re: ATM use in Europe

Recently returned from a Europe trip and Schwab and Fidelity debit cards both worked well (with no ATM fees, nor additional foreign exchange transaction fees)
by pre
Tue Jun 30, 2015 4:25 pm
Forum: Personal Finance (Not Investing)
Topic: Healthcare cost - Office Visit - negotiated insurance rate higher than cash rate?
Replies: 58
Views: 7354

Re: Healthcare cost - Office Visit - negotiated insurance rate higher than cash rate?

PAMF has been playing the game quite effectively. They became a monopoly by buying Sutter Health, and so for most areas in the Bay Area, they're as you put it the monopoly. They basically can dictate to the insurance companies, to the detriment of patient finances. Of course, the care is top notch ...
by pre
Mon Dec 16, 2013 3:06 pm
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1444

Re: Optimizing job offer negotiation (game theory?)

A friend has received a job offer in a sci/tech field for $60k/year, with $10k signing bonus (vests at end of year 1), and an additional $5k performance bonus if he meets criteria at the 1 year line. His current position is $70k... You don't mention what is the situation re: job location and condit...
by pre
Mon Dec 16, 2013 3:02 pm
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1444

Re: Optimizing job offer negotiation (game theory?)

Hi, if your multinational is anything like those I've worked at, these tips might help... +50% counteroffer is a bit steep. Can he tell if the hiring manager agrees he is the best/only candidate for the job? Would the manager be willing to go to bat for your friend with HR? Is your friend able to g...
by pre
Mon Dec 16, 2013 2:42 am
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1444

Optimizing job offer negotiation (game theory?)

A friend has received a job offer in a sci/tech field for $60k/year, with $10k signing bonus (vests at end of year 1), and an additional $5k performance bonus if he meets criteria at the 1 year line. His current position is $70k. He told prospective HR he's earning $75k including 401(k) matches (but...
by pre
Wed Dec 11, 2013 8:17 pm
Forum: Personal Finance (Not Investing)
Topic: How to respond to request for current salary in an interview
Replies: 113
Views: 10470

Re: How to respond to request for current salary in an inter

Very interesting discussion -- have folks logged into theworknumber.com to see if your salary history is already readily 'public'? I learned of the site a few years ago from the WSJ or some other publication. Many corporations/employers provide base salary information to this database, and I was sur...
by pre
Wed Feb 15, 2012 3:48 am
Forum: Personal Finance (Not Investing)
Topic: Jeremy Lin is a Boglehead...
Replies: 42
Views: 5482

Re: Jeremy Lin is a Boglehead...

Before his contract was picked up for the reminder of the season by the Knicks, he slept in his teammate and brother's couch. He didn't want to spend any of the $762,195 salary on rent until he knows he will stay. He certainly lives below his means. Interviews have shown him driving around his home...
by pre
Mon Apr 04, 2011 2:18 am
Forum: Personal Finance (Not Investing)
Topic: OT: job situation
Replies: 12
Views: 2201

Depending on where in CA, there are mountains and oceans a plenty. With your husband living at his cousin's for some time, how does he like the area? Can he envision settling down there with you? Renting more likely, assuming it's in an overpriced region (e.g. Silicon Valley) How would your career b...