Search found 4 matches

by sharwinkersh
Sun May 12, 2019 6:47 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1918
Views: 315386

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

[quote=sharwinkersh post_id=4539248 time=<a href="tel:1557601984">1557601984</a> user_id=148406] Does anyone have experience with TD Ameritrade actually clawing back a bonus? I am considering moving out some asssts 6 months into a 12 month hold. I would be moving out about half of my account to tak...
by sharwinkersh
Sat May 11, 2019 2:28 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1918
Views: 315386

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The only reason I’d risk it is Wells Fargo is offering me a 0.5% reduction in rate for a mortgage refinance, but I have to transfer assets to Wells. Want to see whether I should factor in TD clawback into my decision.
by sharwinkersh
Sat May 11, 2019 2:13 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1918
Views: 315386

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Does anyone have experience with TD Ameritrade actually clawing back a bonus? I am considering moving out some asssts 6 months into a 12 month hold. I would be moving out about half of my account to take advantage of another bonus.
by sharwinkersh
Fri May 10, 2019 12:07 pm
Forum: Personal Finance (Not Investing)
Topic: Relationship mortgage discounts for moving a million assets
Replies: 307
Views: 32930

Re: Relationship mortgage discounts for moving a million assets

Is there anything to stop you moving the assets out right after closing, since you’ve locked your rate? I posed this question to my banker at WF, and he said there isn’t, but wanted to see if anyone is aware of any penalties.