Search found 286 matches

by G-Force
Sun May 06, 2018 4:34 pm
Forum: Personal Finance (Not Investing)
Topic: Chase Private Client Services?
Replies: 6
Views: 1407

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: 48
Views: 4140

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: 921

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: 921

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: 803

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: 19257

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: 975
Views: 170755

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: 3919

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: 48
Views: 4140

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: 48
Views: 4140

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: 3123

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: 7118

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: 71113

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: 6607

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: 71113

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: 3461

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: 6607

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: 6607

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: 1026

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 ...
by G-Force
Sat Sep 23, 2017 11:19 am
Forum: Personal Finance (Not Investing)
Topic: Online brokerage bonuses - ever get taken away?
Replies: 10
Views: 1026

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?
by G-Force
Sun Aug 13, 2017 7:21 pm
Forum: Forum Issues and Administration
Topic: Incorrect Apple Touch Icons
Replies: 7
Views: 2171

Re: Incorrect Apple Touch Icons

Most excellent. It looks better already. Thanks!
by G-Force
Sun Aug 13, 2017 3:57 pm
Forum: Forum Issues and Administration
Topic: Forum software upgrade bug reports and change requests
Replies: 432
Views: 77940

Re: Forum software upgrade bug reports and change requests

I posted about this awhile ago an a separate thread but never received a response. viewtopic.php?f=3&t=211467

Can you fix the link to the touch icons so they reflect the boglehead log and not the apple logo? Thanks!
by G-Force
Tue Aug 08, 2017 6:14 am
Forum: Personal Finance (Not Investing)
Topic: Wells Fargo
Replies: 108
Views: 20095

Re: Wells Fargo

Other thing is, who's to say that other banks don't engage in questionable practices, but just haven't been caught?
by G-Force
Tue May 23, 2017 7:01 pm
Forum: Investing - Theory, News & General
Topic: Vanguard 1st in J D Powers investor ranking
Replies: 4
Views: 858

Re: Vanguard 1st in J D Powers investor ranking

Here's the direct link to the JD power site: http://www.jdpower.com/ratings/study/U.S.-Self-Directed-Investor-Satisfaction-Study/2173ENG Amazing that Vanguard gets 5/5 on interaction despite the numerous customer service complaints here. Also how does Scottrade get a perfect score for pricing when t...
by G-Force
Sun May 14, 2017 8:55 pm
Forum: Investing - Help with Personal Investments
Topic: Schwab vs Vanguard
Replies: 71
Views: 19170

Re: Schwab vs Vanguard

I'm a Private Client of Schwab and just opened a Vanguard Roth IRA for my wife. A little early for me to have an opinion but I really do like Schwab. However, I have a large number of individual stocks as i like Dividend investing for my Schwab account. What are the requirements to become a Schwab ...
by G-Force
Tue May 09, 2017 6:12 am
Forum: Personal Finance (Not Investing)
Topic: Bank of America Preferred Rewards vs. Wealth Management
Replies: 26
Views: 12666

Re: Bank of America Preferred Rewards vs. Wealth Management

If you read through the Preferred Rewards thread on FWF , you will see that some people have had the same experience (automatic wealth management conversion) as you and there doesn't seem to be a reason why some are affected and some are not. I have $300k+ at Merrill Edge and I'm still at the platin...
by G-Force
Sat Apr 29, 2017 3:27 pm
Forum: Personal Consumer Issues
Topic: uBlock Origin (ad-blocker)
Replies: 3
Views: 904

Re: uBlock Origin (ad-blocker)

I'm not a uBlock expert but you might try researching/posting your question on the EasyList Forums where you'll likely find more specialized knowledge.
by G-Force
Fri Apr 28, 2017 5:45 pm
Forum: Investing - Theory, News & General
Topic: Schwab Vs. Vanguard?
Replies: 37
Views: 19257

Re: Schwab Vs. Vanguard?

If you have enough assets in Schwab (pinnacle status) the representative can set up your account to allow for one or two fund companies to not have the normal fees, we set up ours for Vanguard and don't pay those fees. The customer service for Schwab has been very good for us even in the earlier da...
by G-Force
Sun Apr 09, 2017 4:49 pm
Forum: Personal Finance (Not Investing)
Topic: Quicken's future direction - a cause for concern
Replies: 516
Views: 71113

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

Hi All, I respect that this forum is full of people that hate spending money. What else would one expect from committed Bogleheads? That said -- I have watched what has happened to Quicken over the years, and am THRILLED with the idea of Quicken switching to a subscription model, which would involv...
by G-Force
Sat Apr 01, 2017 11:30 am
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 465
Views: 91614

Re: Bank of America/Merrill Edge - Preferred Rewards

Anyone have experience with BoA credit card product changes. What changes are possible, and what is the (simplest) procedure for this? (I know you can't PC to BBR, that's not what I was considering.) Converting between travel and cash rewards cards is easy. Despite the word online, it's still possi...
by G-Force
Fri Mar 31, 2017 7:56 pm
Forum: Investing - Help with Personal Investments
Topic: Schwab offering .03% ER
Replies: 75
Views: 5094

Re: Schwab offering .03% ER

As others have pointed out, which is more convenient. Schwab is pretty darn easy to work with in my opinion. I agree with the other astute commentor, that for larger amounts in a taxable account, the special fund structure of the Vanguard ETF/MF will hypothetically provide for better after-tax perf...
by G-Force
Mon Mar 27, 2017 4:26 pm
Forum: Personal Finance (Not Investing)
Topic: Using Schwab for primary checking account
Replies: 26
Views: 3288

Re: Using Schwab for primary checking account

I agree that it would be good if Schwab offered push notifications for electronic debits and deposit. Does anyone know if Fidelity offers this feature?
by G-Force
Mon Mar 20, 2017 7:24 pm
Forum: Personal Finance (Not Investing)
Topic: Amex Platinum $450/yr annual fee but 100,000 points
Replies: 57
Views: 11015

Re: Amex Platinum $450/yr annual fee but 100,000 points

The platinum card's annual fee will be increasing to $550/year for new accounts starting on March 30. If you already have the card, your annual fee will not increase until after September 1. There are some new benefits to offset the annual fee increase including $200 of annual uber credits (given mo...
by G-Force
Fri Mar 17, 2017 8:19 pm
Forum: Personal Consumer Issues
Topic: Wall Street Journal - can't buy with miles anymore
Replies: 12
Views: 7222

Re: Wall Street Journal - can't buy with miles anymore

A poster in this thread mentioned being able to get a 2-year subscription to the WSJ for $140: viewtopic.php?t=210311
by G-Force
Tue Mar 14, 2017 6:38 am
Forum: Investing - Theory, News & General
Topic: Alternatives to VTEB (Vanguard Tax-Exempt Bond ETF)
Replies: 7
Views: 1951

Re: Alternatives to VTEB (Vanguard Tax-Exempt Bond ETF)

Any reason why no one has mentioned TFI? It seems like this could be an alternative as well, at least worth considering?
by G-Force
Mon Mar 13, 2017 5:43 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 975
Views: 170755

Re: Brokerage bonus worth it? TD Ameritrade

TD also offers access to the full pro Morningstar subscription to their clients. That allows you in-depth analysis of mutual funds. If you stay with Vanguard, it's not that useful. However, if you are trying to duplicate Vanguard funds at your company's 401k, it can be helpful. To clarify, are you ...
by G-Force
Mon Mar 13, 2017 5:37 pm
Forum: Personal Finance (Not Investing)
Topic: Bank of America/Merrill Edge - Preferred Rewards
Replies: 465
Views: 91614

Re: Bank of America/Merrill Edge - Preferred Rewards

Anyone have experience with BoA credit card product changes. What changes are possible, and what is the (simplest) procedure for this? (I know you can't PC to BBR, that's not what I was considering.) Converting between travel and cash rewards cards is easy. Despite the word online, it's still possi...
by G-Force
Sun Mar 12, 2017 10:02 am
Forum: Personal Finance (Not Investing)
Topic: What method do you use to connect Quicken to your bank, brokerage
Replies: 18
Views: 1954

Re: What method do you use to connect Quicken to your bank, brokerage

You always want to use direct connect whenever possible because it's the most reliable and secure method of connecting to your bank. Your passwords are stored on your computer only and the connection to your bank does not go through Quicken's services. If you use Express Web connect, then your login...
by G-Force
Wed Mar 08, 2017 6:29 pm
Forum: Personal Finance (Not Investing)
Topic: Get $250 from Wells Fargo
Replies: 83
Views: 14410

Re: Get $250 from Wells Fargo

A $500+ Paypal deposit triggered the bonus for me.
by G-Force
Sat Mar 04, 2017 9:18 pm
Forum: Investing - Help with Personal Investments
Topic: Moving away from Vanguard brokerage: Options?
Replies: 22
Views: 3515

Re: Moving away from Vanguard brokerage: Options?

I have accounts at a few brokers. I've written them up a few times. I will provide a link to the last write-up in a moment. My recommendations: 1. WellsTrade 2. TDAmeritrade (free trades of many Vanguard ETFs if you follow the rules) 3. Fidelity (but use Fidelity funds) I have not used Schwab, so c...
by G-Force
Thu Mar 02, 2017 9:32 pm
Forum: Personal Finance (Not Investing)
Topic: Wells Fargo Brokerage
Replies: 28
Views: 4850

Re: Wells Fargo Brokerage

If you have the 100 free trades deal, does this cover transaction fee mutual funds as well as stocks and ETFs? In other words, can you buy Vanguard mutual funds with no transaction fees in a Wells Trade brokerage account?
by G-Force
Tue Feb 28, 2017 5:35 pm
Forum: Investing - Theory, News & General
Topic: Fidelity drops equity trade fee to $4.95
Replies: 69
Views: 7844

Re: Fidelity drops equity trade fee to $4.95

And Schwab just announced the same, effective March 3. A copy of today's press release: http://pressroom.aboutschwab.com/press-release/schwab-fundslaudus-funds-news/schwab-reduces-trade-commissions-495-and-lowers-contract It may be small or token dollars, but every little bit helps. Fidelity, now i...
by G-Force
Sun Feb 26, 2017 7:33 pm
Forum: Personal Consumer Issues
Topic: Financial Times subscriptions for less?
Replies: 14
Views: 1766

Re: Financial Times subscriptions for less?

Thanks all. It looks like the student rate that I'm being quoted is as good as I'm likely to get. I'll try the VPN trick and report back here if I can come up with anything better.
by G-Force
Fri Feb 24, 2017 9:01 pm
Forum: Personal Consumer Issues
Topic: Financial Times subscriptions for less?
Replies: 14
Views: 1766

Re: Financial Times subscriptions for less?

I'm bumping this thread rather than starting a new one as it directly relates to my question. What is the best deal one can get on the FT nowadays? I'm looking for the standard online version only. Some folks on this old thread were able to get the FT for $99 annually. https://www.bogleheads.org/for...
by G-Force
Sat Feb 18, 2017 10:43 am
Forum: Forum Issues and Administration
Topic: Incorrect Apple Touch Icons
Replies: 7
Views: 2171

Incorrect Apple Touch Icons

This issue was first reported here: https://www.bogleheads.org/forum/viewtopic.php?f=3&t=165036&start=100#p2482867 Touch icons are used as a site identifier when bookmarking the site on an iOS device and in the Apple Safari browser. Currently the code for touch icons is not pointing to the boglehead...
by G-Force
Sat Feb 11, 2017 5:12 pm
Forum: Personal Finance (Not Investing)
Topic: Get $250 from Wells Fargo
Replies: 83
Views: 14410

Re: Get $250 from Wells Fargo

I applied for this account on February 8, after the targeted language. The bonus language was in the confirmation email so we'll see what happens.
by G-Force
Fri Feb 10, 2017 7:24 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Reaches $4 Trillion for First Time
Replies: 25
Views: 4895

Vanguard Reaches 4 trillion in assets for the first time

[Thread merged into here, see below. --admin LadyGeek] https://www.wsj.com/articles/vanguardreaches-4-trillion-for-first-time-1486745349 No pay wall article: https://archive.is/3Cy68 With all the complains on this board about Vanguard support, I found the following passages interesting and perhaps ...