Search found 317 matches

by G-Force
Wed Dec 05, 2018 9:59 am
Forum: Personal Finance (Not Investing)
Topic: Quicken 2019 for Mac
Replies: 13
Views: 1397

Re: Quicken 2019 for Mac

My biggest issue with switching away from Quicken is that it's not possible to import the investment transactions into another program (e.g. See finance or Banktivity). Has anyone figured out a way to get investment transactions out of Quicken Mac?
by G-Force
Mon Dec 03, 2018 12:23 pm
Forum: Investing - Theory, News & General
Topic: ?Admiral share availability in other brokerages?[Yes, after a few weeks they are now appearing at other brokerages.]
Replies: 30
Views: 3031

Re: ?Admiral share availability in other brokerages?

I just tried to purchase VGTSX and VTSAX in a JP morgan you invest account and was not allowed to purchase either. VGTSX was previously allowed and is on their official list of mutual funds available in the account. I hope they add admiral shares soon.
by G-Force
Mon Nov 19, 2018 12:05 pm
Forum: Investing - Theory, News & General
Topic: Vanguard lowering Admiral level to $3,000?
Replies: 224
Views: 17197

Re: Vanguard lowering Admiral level to $3,000?

Would be nice if Vanguard opened up admiral shares to other brokerages that previously only had investor shares available now that they'll be closed. Definitely. Here's to hoping the new JP Morgan You invest accounts allow purchasing of admiral shares. I hope they allow the Fidelity Institutional P...
by G-Force
Thu Oct 18, 2018 7:24 pm
Forum: Investing - Help with Personal Investments
Topic: BofA/Merrill Edge or Chase Sapphire Banking/CPC?
Replies: 59
Views: 6247

Re: BofA/Merrill Edge or Chase Sapphire Banking/CPC?

smalliebigs wrote:
Wed Oct 17, 2018 8:55 pm
So, I keep seeing people mentioning the type of mutual funds/ETFs they see on the Chase You Invest platform. I'm an idiot, where's the link for that on the website? For the life of me I just can't find it anywhere.
Https://Chase.com/sdimutualfunds
by G-Force
Sat Sep 22, 2018 2:04 am
Forum: Investing - Theory, News & General
Topic: Over 120 Vanguard funds go transaction free at E*trade
Replies: 19
Views: 2305

Re: E*TRADE Adds More Than 120 No-Load,(Vanguard) No-Transaction-Fee Mutual Funds to Its Platform

[merged into existing topic - moderator prudent] E*TRADE is the only major online broker to offer Vanguard mutual funds within its no-load, no-transaction-fee program [/b] The J.P. Morgan you invest accounts also offer a vanguard mutual funds with no transaction fee. Only investor shares though. No...
by G-Force
Sat Sep 15, 2018 10:34 am
Forum: Personal Consumer Issues
Topic: Online Secure Storage - FidSafe vs other options
Replies: 5
Views: 495

Re: Online Secure Storage - FidSafe vs other options

I use the document storage as part of 1Password. You get 1GB of storage and can share documents with others in your family plan based on set permissions in each vault.
by G-Force
Wed Sep 12, 2018 7:29 pm
Forum: Investing - Help with Personal Investments
Topic: Anyone using VanguardAdvantage with free checking, Visa Gold Debit/ATM, electronic bill pay, direct deposit, plus more?
Replies: 38
Views: 4963

Re: Anyone using VanguardAdvantage with free checking, Visa Gold Debit/ATM, electronic bill pay, direct deposit, plus mo

I was wondering ... how come you don't want to use the traditional bank for your checking, bill pay, direct deposit, etc ? The reason why I ask is perhaps there is an advantage with Vanguard ( or disadvantage with the bank ) that I am not aware of ? The main advantage seems to be letting you have a...
by G-Force
Mon Sep 03, 2018 7:13 pm
Forum: Investing - Help with Personal Investments
Topic: BofA/Merrill Edge or Chase Sapphire Banking/CPC?
Replies: 59
Views: 6247

Re: BofA/Merrill Edge or Chase Sapphire Banking/CPC?

Why do you people care so much about having no access to vanguard mutual funds? Every fund that a boglehead should need is available in ETF form which has always been as cheap, ER-wise, as the admiral share would have been. I've been extremely happy at BoA. Their offering is fantastic. Vanguard Mon...
by G-Force
Sun Sep 02, 2018 6:35 am
Forum: Investing - Help with Personal Investments
Topic: BofA/Merrill Edge or Chase Sapphire Banking/CPC?
Replies: 59
Views: 6247

Re: BofA/Merrill Edge or Chase Sapphire Banking/CPC?

Last year I switched from Bank of America preferred rewards to Chase Private Client with the hope of being able to buy Vanguard Admiral shares in the self-directed brokerage accounts. Many on this board claimed they were able to do so. After my accounts transferred, I was disappointed to learn that ...
by G-Force
Fri Aug 31, 2018 11:39 am
Forum: Personal Finance (Not Investing)
Topic: Bank/Brokerage Waiving High Annual Fee on Credit Card
Replies: 5
Views: 572

Re: Bank/Brokerage Waiving High Annual Fee on Credit Card

Schwab offers discounts on their cobranded platinum card: $100 discount for $250k-1M in assets. $200 discount for $1M+ in assets.

But yes the annual fee is paid to American Express not schwab.
by G-Force
Mon Aug 27, 2018 9:15 pm
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 75
Views: 5912

Re: You Invest from JP Morgan [free trades offer]

All the self directed accounts were automatically converted. I had the new pricing (free trades) on all 3 of my accounts today.
by G-Force
Mon Aug 27, 2018 2:17 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Full View transition to eMoney
Replies: 151
Views: 18103

Re: Fidelity Full View transition to eMoney

martyfl wrote:
Mon Aug 27, 2018 1:49 pm
If anyone is looking for a substitute to Fullview, I just noticed that Schwab now has an account aggregator.

Has anyone tried that one?
Thank you.
It only shows the accounts and their balances, not individual transactions and associated categories.
by G-Force
Tue Aug 21, 2018 1:41 pm
Forum: Investing - Theory, News & General
Topic: Vanguard to offer non-Vanguard ETFs commission-free
Replies: 245
Views: 24086

Re: Commission Free Non-Vanguard ETFs Now Live

Well, the benefits of having higher balances at Vanguard keep getting reduced. Sorry, but that's the only negative thing I could think of for this. It's good news. If you are Flagship, you get a free checking account (Advantage Account) with Vanguard . There are still benefits to higher balances. :)
by G-Force
Tue Aug 21, 2018 8:47 am
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 75
Views: 5912

Re: Would you trust Chase with your investments?

I see nothing to make Chase competitive with the likes of Vanguard, Fidelity or Schwab. The people who run those firms are not losing any sleep over this. Considering that Fidelity and Schwab don't offer free trades, I would say that Chase is becoming more competitive with discount brokerage firms.
by G-Force
Tue Aug 21, 2018 6:33 am
Forum: Personal Finance (Not Investing)
Topic: Fidelity Full View
Replies: 7
Views: 1422

Re: Fidelity Full View

I know these are a bit nitpicky but I was using Fidelity to track expenses, I don't see the current version as usable any more and I may consider going to Schwab. Can anyone give feedback on tracking expenses on Schwab? You can't track expenses at Schwab. You can only add external accounts and trac...
by G-Force
Tue Aug 21, 2018 6:32 am
Forum: Personal Finance (Not Investing)
Topic: Fidelity Full View
Replies: 7
Views: 1422

Re: Fidelity Full View

Already an existing thread here: viewtopic.php?t=255062
by G-Force
Fri Aug 17, 2018 9:14 pm
Forum: Investing - Theory, News & General
Topic: Schwab users- question on alerts
Replies: 13
Views: 942

Re: Schwab users- question on alerts

In the app go to

profile and settings > alert settings

Doesn’t this have the features you are taking about?
by G-Force
Fri Aug 10, 2018 6:06 pm
Forum: Investing - Help with Personal Investments
Topic: Moving from Vanguard to Fidelity
Replies: 55
Views: 7896

Re: Moving from Vanguard to Fidelity

cowdogman wrote:
Fri Aug 10, 2018 4:34 pm
I assume the bonus is taxable income, but better taxable income than no income at all!
If it's in a taxable account, then yes it would be taxable. If it's in a retirement account, then it's not.
by G-Force
Wed Aug 01, 2018 4:18 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 762
Views: 78718

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

bosocal wrote:
Wed Aug 01, 2018 3:17 pm
They are going to be phasing out the investor and premium classes and just combining them into one MF.
Did they say when this is going to happen?
by G-Force
Wed Aug 01, 2018 3:16 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 762
Views: 78718

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

With the reduction in ER on their other index funds, it seems that the investor share class is now the same cost the same as the premium share class for the few funds I checked. Are the ERs the same between the two share classes for all index funds now?
by G-Force
Sat Jul 28, 2018 9:09 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Full View transition to eMoney
Replies: 151
Views: 18103

Re: Fidelity Full View transition to eMoney

I noticed the following in the fine print. NOTE: The new Full View will no longer support rewards points and bill management, balances and expenses calendar view, and credit card usage view. Does this mean you will no longer be able to add and track credit card spending? If true this would limit the...
by G-Force
Fri Jul 20, 2018 7:33 pm
Forum: Personal Consumer Issues
Topic: Looking for recommendations on a cordless electric mower
Replies: 21
Views: 1899

Re: Looking for recommendations on a cordless electric mower

I just purchased the DeWALT 2x20V mower for my yard. I love it, but I wouldn't recommend it if you need longer runtime. The stock batteries will last about 16 minutes, 6 ah Flexvolt batteries will last you about 22 mins. That said the cut is excellent, it's fairly lightweight and the handle folds do...
by G-Force
Fri Jul 13, 2018 1:33 pm
Forum: Investing - Help with Personal Investments
Topic: stock trading fee at fidelity and vanguard
Replies: 13
Views: 1521

Re: stock trading fee at fidelity and vanguard

nyblitz wrote:
Fri Jul 13, 2018 1:34 am
Stay with Vanguard.

Come August, stock trades may well be $2/trade.

viewtopic.php?f=10&t=252991&newpost=4006512
Vanguard already offers stock trades for $2/trade if you are a voyager select client.
by G-Force
Wed Jul 11, 2018 7:47 pm
Forum: Investing - Help with Personal Investments
Topic: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?
Replies: 53
Views: 7455

Re: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?

mizzao wrote:
Thu May 31, 2018 11:57 am
I just opened IRAs with Chase to get CPC and can confirm I can't buy VTSAX or VTIAX. Will also try with the brokerage account once that is opened and see if it works.
We’re you able to buy the admiral shares in the taxable brokerage account?
by G-Force
Tue Jun 19, 2018 1:22 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard or Charles Schwab account
Replies: 26
Views: 3681

Re: Vanguard or Charles Schwab account

My 2 cents -- Taxable account? Vanguard. Retirement account? Schwab. I have the opposite and totally happy. ETFs (all vanguard) @ Schwab (no commission due to free trades) and MF's in IRA @ Vanguard But probably either way around works totally fine Schwab customer service is really really awesome o...
by G-Force
Sat Jun 09, 2018 6:00 pm
Forum: Personal Finance (Not Investing)
Topic: Best banks for checking accounts?
Replies: 33
Views: 3964

Re: Best banks for checking accounts?

Have a look at Chase Private Client. You need $250k of assets there, but if you have some ETFs or mutual funds you can transfer over to a self-directed account, you'll be set. CPC meets all your requirements and you even get free bank wires and a nice online interface to send them.
by G-Force
Wed Jun 06, 2018 5:46 am
Forum: Investing - Help with Personal Investments
Topic: Charles Schwab Fees Brokerage Account
Replies: 7
Views: 845

Re: Charles Schwab Fees Brokerage Account

There is normally a $1000 minimum on the brokerage account. If you open the brokerage account with the checking account, then there is no minimum balance required.
by G-Force
Sun Jun 03, 2018 7:27 pm
Forum: Investing - Theory, News & General
Topic: PenFed 3% 5 year certificates are back.
Replies: 19
Views: 3033

Re: PenFed 3% 5 year certificates are back.

I've got one of these maturing in January as well. I'll probably move it over to my taxable investment account when it matures. What I invest in will depend on the VMMXX rate at that time.
by G-Force
Sun May 06, 2018 4:34 pm
Forum: Personal Finance (Not Investing)
Topic: Chase Private Client Services?
Replies: 6
Views: 2087

Re: Chase Private Client Services?

I moved to the Chase Private Client service last year after being in the Bank of America preferred rewards program with free ETF trades. I moved to Chase because several of the posts on this board indicated you could buy Vanguard mutual fund Admiral shares. As it turns out I could not, even though s...
by G-Force
Thu Mar 08, 2018 8:45 pm
Forum: Investing - Help with Personal Investments
Topic: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?
Replies: 53
Views: 7455

Re: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?

You guys are lucky. I just tried to purchase some VTSAX in my self-directed IRA and the message I got was "This mutual fund is not available for purchase in your account (xxx)" I can buy the investor shares though.
by G-Force
Thu Feb 08, 2018 5:48 pm
Forum: Investing - Help with Personal Investments
Topic: Chase self-directed account
Replies: 12
Views: 2162

Re: Chase self-directed account

If you move all your assets out of Chase how long do you retain your private client status?
by G-Force
Thu Feb 08, 2018 7:17 am
Forum: Investing - Help with Personal Investments
Topic: Chase self-directed account
Replies: 12
Views: 2162

Re: Chase self-directed account

I see that all of the Vanguard Funds are Investor Shares. You may be eligible for Admiral Shares, which have a lower expense ratio, if you invest directly with Vanguard. So there is a price to pay by going through Chase. I see your point... The link provided above by student is informative - you of...
by G-Force
Fri Jan 19, 2018 7:41 am
Forum: Personal Consumer Issues
Topic: Best Web Based News Aggregator 2018?
Replies: 3
Views: 1054

Re: Best Web Based News Aggregator 2018?

Inoreader is a great RSS reader.
by G-Force
Wed Jan 17, 2018 2:14 pm
Forum: Investing - Theory, News & General
Topic: Schwab Vs. Vanguard?
Replies: 37
Views: 21421

Re: Schwab Vs. Vanguard?

Can you go over all levels at Schwab and Vanguard? This is the first time I have heard about levels/status. I didn’t see this on Schwabs website. Vanguard has 5 levels Personal Investor - less than $50k assets Voyager - requires $50k assets Voyager Select - requires $500k assets Flagship - requires...
by G-Force
Sat Jan 13, 2018 2:04 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1352
Views: 228991

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

When you transfer an account out, does the outgoing brokerage automatically close the account? If so, can you still get your tax statements the following year online or does the broker mail them to you?
by G-Force
Sun Jan 07, 2018 8:37 pm
Forum: Investing - Theory, News & General
Topic: Morningstar Premium for $99
Replies: 33
Views: 7375

Re: Morningstar Premium for $99

wander wrote:
Sat Jan 06, 2018 11:27 pm
I've got it for free through my brokerage account.
Which brokerage offers it for free?
by G-Force
Wed Jan 03, 2018 9:56 pm
Forum: Investing - Help with Personal Investments
Topic: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?
Replies: 53
Views: 7455

Re: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?

Jamie Dimon has hinted at offering free trades at Chase for meeting certain balance requirements. Hopefully the Chase self-directed accounts will be competitive with Bank of America/Merrill Edge. https://www.reuters.com/article/us-jpmorgan-dimon/jpmorgans-dimon-taking-customer-pricing-hints-from-ama...
by G-Force
Wed Jan 03, 2018 5:35 pm
Forum: Investing - Help with Personal Investments
Topic: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?
Replies: 53
Views: 7455

Re: Can no longer invest in Vanguard admiral funds in Chase account. Suggestions?

I'm curious about the claim that you can not invest in Admiral funds due to the DOL rule changes. That sounds fishy to me. Do you have some documentation concerning this or is it a some advisor told you this to try and get you into their high cost mutual funds? Actually, JP Morgan made a business d...
by G-Force
Tue Oct 24, 2017 6:40 pm
Forum: Investing - Help with Personal Investments
Topic: Chase Self Directed Brokerage for non-retirement accounts
Replies: 20
Views: 5007

Re: Chase Self Directed Brokerage for non-retirement accounts

So they do offer $0 Mutual Funds, but only their approved funds. There is a full list in this PDF :- https://www.chase.com/content/dam/chasecom/en/investments/documents/JPM_Mutual_Fund_List_7_26_2017_FINAL.pdf WellsTrade is interesting. I will look into that :) They must be hungry for money now :D ...
by G-Force
Mon Oct 23, 2017 8:18 pm
Forum: Personal Finance (Not Investing)
Topic: Quicken 2018 for Mac [and PC Released]
Replies: 47
Views: 8373

Re: Quicken 2018 for Mac and PC Released

I posted this in the other Quicken thread, but some may find it helpful here as well. I found the price of $100 for a 2-year subscription to the Premier version from Staples a little easier to stomach. Staples is offering it in download form as well. https://www.staples.com/Quicken-Premier-2018-2-Ye...
by G-Force
Mon Oct 23, 2017 8:09 pm
Forum: Personal Finance (Not Investing)
Topic: Quicken's future direction - a cause for concern
Replies: 516
Views: 79000

Re: Quicken's future direction - a cause for concern

I found the price of $100 for a 2-year subscription to the Premier version from Staples a little easier to stomach. Staples is offering it in download form as well. https://www.staples.com/Quicken-Premier-2018-2-Year-for-Windows-Mac-1-User-Download/product_2800713 The Deluxe version is discounted to...
by G-Force
Mon Oct 23, 2017 5:09 pm
Forum: Investing - Theory, News & General
Topic: Chase Private Client brokerage account
Replies: 12
Views: 9626

Re: Chase Private Client brokerage account

I have a few more questions about Chase's self-directed brokerage account which I can find very little information about online: 1) Does it operate like a standard brokerage account where you have a cash balance and can buy mutual funds and ETFs from that balance? 2) Can all trades be executed onlin...
by G-Force
Mon Oct 23, 2017 5:05 pm
Forum: Personal Finance (Not Investing)
Topic: Quicken's future direction - a cause for concern
Replies: 516
Views: 79000

Re: Quicken's future direction - a cause for concern

Looks like Amazon is selling a 27 month subscription for $89.99 Deluxe and 129.99 Premier I can live with the prices from amazon. Deluxe Mac is a little less than $45/year from Amazon which is about the same as if you bought Quicken Mac 2015, 2016, or 2017 from Amazon every year ($40 or so) for the...
by G-Force
Sun Oct 22, 2017 3:40 pm
Forum: Investing - Help with Personal Investments
Topic: Schwab- which money market fund? (taxable account)
Replies: 23
Views: 5273

Re: Schwab- which money market fund? (taxable account)

SlowMovingInvestor wrote:
Sat Oct 21, 2017 4:20 pm
Merill Edge has 1-2 OK options in MMFs, but they are not available in IRAs.
What are the tickers for the MMFs at Merrill Edge? I haven't been able to find any good ones.
by G-Force
Sat Sep 30, 2017 8:54 am
Forum: Investing - Theory, News & General
Topic: Chase Private Client brokerage account
Replies: 12
Views: 9626

Re: Chase Private Client brokerage account

travellight wrote:
Fri Sep 29, 2017 7:23 pm
I have free trades in my CPC as of April 2017. Before that, it was $24.95 per trade.
Is this because of a change of policy with Chase or did your balances exceed a threshold that allows you to get free trades? I only ask because the PDF linked to above says that trades are five dollars each.
by G-Force
Fri Sep 29, 2017 7:57 pm
Forum: Investing - Theory, News & General
Topic: Chase Private Client brokerage account
Replies: 12
Views: 9626

Re: Chase Private Client brokerage account

Thank you for the info on CPC. Can you confirm two followup questions.
1) You can buy Vanguard admiral shares mutual funds with no transaction fee at Chase?
2) Does Chase charge a fee to download your brokerage and bank accounts information into Quicken using direct connect?

Appreciate the review!
by G-Force
Sat Sep 23, 2017 3:06 pm
Forum: Personal Finance (Not Investing)
Topic: Online brokerage bonuses - ever get taken away?
Replies: 10
Views: 1144

Re: Online brokerage bonuses - ever get taken away?

What brokerages have a period after the bonus awarded that you have to keep the assets at there firm? I thought once the bonus is awarded, you met the requirements and are free to do whatever you want. Is this not the case? TD Ameritrade and Scottrade both require funds to stay for a year. The T&C ...