TJ
my recent exposure is that Schwab did not call me to offer me a retention bonus when I transferred my securities to Wells Fargo. The did offer me a bonus similar to Merrill when I called them to transfer the assets back. They don't always call. I suppose it depends on the sum total of $ transferred.
my recent exposure is that Schwab did not call me to offer me a retention bonus when I transferred my securities to Wells Fargo. The did offer me a bonus similar to Merrill when I called them to transfer the assets back. They don't always call. I suppose it depends on the sum total of $ transferred.
Statistics: Posted by jocdoc — Sat Dec 20, 2025 6:09 am — Replies 12105 — Views 2410320