c******z 发帖数: 1230 | 1 我看BOA/Merrill Edge现在有Brokerage账户的开户优惠:
1、开户并入资,一次性奖励up to $600,资金需要保持3个月;
2、Asset在25K以上,每个月30次免费交易;
3、交易费Flat fee $6.95;
(另外,如果Brokerage里的asset和其他BOA账户的余额总和超过50K,那就是BOA的
Platinum VIP客户,基本上银行的服务都是免费了。)
这么看起来貌似挺好,但版上的同学们好像都没谁用这个、online brokerage review
里也没怎么提到,请问是有啥陷阱吗?和Fidelity, Schwab, Vanguard比差在哪里?谢
谢!!! | s********y 发帖数: 3811 | 2 fidelity & vanguard have more investment options. if u do 'buy & hold', go
for vanguard. otherwise, fidelity probably works better for u.
review
【在 c******z 的大作中提到】 : 我看BOA/Merrill Edge现在有Brokerage账户的开户优惠: : 1、开户并入资,一次性奖励up to $600,资金需要保持3个月; : 2、Asset在25K以上,每个月30次免费交易; : 3、交易费Flat fee $6.95; : (另外,如果Brokerage里的asset和其他BOA账户的余额总和超过50K,那就是BOA的 : Platinum VIP客户,基本上银行的服务都是免费了。) : 这么看起来貌似挺好,但版上的同学们好像都没谁用这个、online brokerage review : 里也没怎么提到,请问是有啥陷阱吗?和Fidelity, Schwab, Vanguard比差在哪里?谢 : 谢!!!
| S**C 发帖数: 2964 | 3 If you intent to build your portfolio using individual stocks and ETFs, then
it is a good option, although I doubt you will need 30 free trade per month
. $25,000 requirement is cash in bank account, not asset. Platinum
Privileges client seems pretty new, and I am not sure the requirement is for
cash in BOA/Merrill or asset which include stocks, ETFs, MFs etc.
I suspect BAC do not care much about DIY retail investors, given their
wealth management side comes from Merrill Lynch.
review
【在 c******z 的大作中提到】 : 我看BOA/Merrill Edge现在有Brokerage账户的开户优惠: : 1、开户并入资,一次性奖励up to $600,资金需要保持3个月; : 2、Asset在25K以上,每个月30次免费交易; : 3、交易费Flat fee $6.95; : (另外,如果Brokerage里的asset和其他BOA账户的余额总和超过50K,那就是BOA的 : Platinum VIP客户,基本上银行的服务都是免费了。) : 这么看起来貌似挺好,但版上的同学们好像都没谁用这个、online brokerage review : 里也没怎么提到,请问是有啥陷阱吗?和Fidelity, Schwab, Vanguard比差在哪里?谢 : 谢!!!
| c******z 发帖数: 1230 | 4 Platinum Privileges的要求就是一个人在BOA/Merrill Lynch的所有checking,
saving, (自助的Merrill和/或Wealth Management)brokerage的账户的balance的总
和超过50K。我觉得目标就是搞搞ETFs,所以觉得貌似还行。至少比其他银行的
brokerage账户好多了,其他好多银行的账户要买卖任何东西都要打电话给经理、通过
经理操作。。。。。。。 | c******z 发帖数: 1230 | 5 DIY/Self-guided的brokerage账户也是Merrill Lynch相关的一个公司提供的,当然说
到头这全部都是属于BOA的。。。。
then
month
for
【在 S**C 的大作中提到】 : If you intent to build your portfolio using individual stocks and ETFs, then : it is a good option, although I doubt you will need 30 free trade per month : . $25,000 requirement is cash in bank account, not asset. Platinum : Privileges client seems pretty new, and I am not sure the requirement is for : cash in BOA/Merrill or asset which include stocks, ETFs, MFs etc. : I suspect BAC do not care much about DIY retail investors, given their : wealth management side comes from Merrill Lynch. : : review
| n******l 发帖数: 4407 | 6 需要入资多少奖励600?
投入后一定要买啥东西吗?
review
【在 c******z 的大作中提到】 : 我看BOA/Merrill Edge现在有Brokerage账户的开户优惠: : 1、开户并入资,一次性奖励up to $600,资金需要保持3个月; : 2、Asset在25K以上,每个月30次免费交易; : 3、交易费Flat fee $6.95; : (另外,如果Brokerage里的asset和其他BOA账户的余额总和超过50K,那就是BOA的 : Platinum VIP客户,基本上银行的服务都是免费了。) : 这么看起来貌似挺好,但版上的同学们好像都没谁用这个、online brokerage review : 里也没怎么提到,请问是有啥陷阱吗?和Fidelity, Schwab, Vanguard比差在哪里?谢 : 谢!!!
| s******g 发帖数: 129 | 7 they require you to be a citizen or green card holder. | m********p 发帖数: 286 | 8 Not true. With SSN you will be able to open an account.
【在 s******g 的大作中提到】 : they require you to be a citizen or green card holder.
| m********p 发帖数: 286 | 9 With $50k combined balance in deposit and investment accouts with BofA and
Merrill Edge, you will be qualified for Platinum Privileges and most fees
for banking services are waived. No such requirement of $25k in cash deposit.
then
month
for
【在 S**C 的大作中提到】 : If you intent to build your portfolio using individual stocks and ETFs, then : it is a good option, although I doubt you will need 30 free trade per month : . $25,000 requirement is cash in bank account, not asset. Platinum : Privileges client seems pretty new, and I am not sure the requirement is for : cash in BOA/Merrill or asset which include stocks, ETFs, MFs etc. : I suspect BAC do not care much about DIY retail investors, given their : wealth management side comes from Merrill Lynch. : : review
| P**********m 发帖数: 213 | 10 up to $600... do you have 250k to invest? |
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