Maybe I misunderstood. Were you trying to qualify for a Merrill Edge transfer bonus? If not, then just moving $400 to your BoA checking would work.Don't the rules state that, to qualify for Preferred Rewards tier, the TOTAL assets with bank of america should be $100k or more? That being the case, does the bolded statement above really matter?I think if you just transfer and additional $400 directly from an external account to Merrill Edge you should be good. But it can't go from external account to BoA checking then to Merrill Edge.Just transferred 3 accounts to Merrill and the transfer total ended up being $99,763. I am a wee bit short of the $100k tier. I guess I could do a partial ACAT from another account but does anyone have experience with them being flexible? Or could I just open a taxable and throw $10k in and be good?
The calculator at this site: https://promotions.bankofamerica.com/pr ... rewards/en begins with "I have a 3-month average balance of
$_____________ in all my accounts" ...
[ *NOT* a preferred rewards tier member .. ]
Statistics: Posted by anon_investor — Sun Sep 29, 2024 8:29 pm — Replies 7902 — Views 1078668