A while back I moved a portion of 2 of our 5 accounts at TDA to ME, and collected a $2k offer after the 90 day holding period. When I made the move, it was to evaluate moving all of our holdings later that year.SlowMovingInvestor wrote: ↑Tue Jun 16, 2020 4:53 pm
I haven't seen anything about a clawback period in this offer, but I was going by the rather odd phrasing when they are talking about lookback period for 26/52 weeks. If one is opening a new account, then I'm not sure how you can have a lookback period on that account, unless they're talking about all assets held at ME. Or unless they say the offer applies to existing accounts as well. Of course, a clawback period for the past doesn't say anything about a holding period -- so I may be confabulating 2 separate ideas.
I do recollect that they have had holding periods in the past 90 days for the $600 offer, 180 days for the $900 offer.
We were extremely unhappy with ME's failure to provide customer service and decided to move all of the assets back to TDA at the end of the 90 day period. That was done with no push back or "clawback" from ME.