Agreed do not use Citi if no branches nearby.Ah, I often have looked for banking services like this, without the cost of a good sized bank deposit just sitting there earning low or no interest. You are saying you get all these services at Citi merely by keeping a balance on the investment side, an ETF position or two? That is good news to me.I use Citi which gives me medallion signature guarantees, and many other services in my local branch in person.
They have every conceivable banking service and all for no fees if you leave a decent balance by holding an ETF that I would have held anyway somewhere else.
Ooops, and my next Google search indicates that Citi has left the Boston market! So brick an mortar, but not in my town.
What about Merrill / BofA ?
Seems to be some banking perks for brokerage balances and there are lots of BofA branches in Boston area.
https://www.merrilledge.com/
Statistics: Posted by beyou — Wed Nov 20, 2024 7:13 am — Replies 30 — Views 2229