I have about 300k vested stocks and one of my friend suggested to move my stocks from my eTrade account to chase brokerage account (JP morgan). Benefits = $2000 Cash Bonus, I become their Chase Private Client. Any feedback from someone who has done this transfer ? Any catch ? #rsu #stock
Keeping it classy here. I want to get that 60k sapphire points bonus from chase and need to move $75k in. I’d hate to just park cash there at a crappy interest, so I though I would just move my Vanguard brokerage account, but never heard of anybody doing that before. Have you done it? Was it easy?...Read more
Buying a $450,000 house in Phoenix, Arizona. I’m thinking of paying $300,000 down payment so my monthly mortgage is $1,000. I’m extremely risk averse and conservative and don’t feel comfortable paying 20% down ($90,000) in case I lose my job or want to take a lower paying job. I would sell all my V...Read more
How bad is it going to be? It scares me with no significant amount in my bank. Whatever I have is at chase less than 220k in checking and managed brokerage. How do I prepare for my future as I just started earning and no deposit is trustable ? TC 140k
Age: 28 $130k base $150k tc nw: Vanguard Roth IRA $42,058.27 Vanguard Brokerage $251,612.43 HealthEquity HSA $12,472.91 Principal 401k $94,756.96 Robinhood $15,860.29 Amex Savings $25,000.00 Chase Bank $4,010.41 Total $445,771.27 achieved nw by living with parents
They say you should keep chasing money until you have it. Vanguard Roth IRA $37,106.47 Vanguard Brokerage $205,025.90 HSA $9,359.90 401k $63,067.86 Robinhood $15,735.40 Savings $20.79 Checking Account $23,849.48 401k $22,000.00 Savings $29,728.63 Total $405k Age 27 Yoe 5 Location Phoenix Tc 140k
Hi, I am in process of transferring my robinhood account to different approved brokerage account by JP morgan. I had some robinhood loan so to clear it up I sold some stocks. I just realized I might should have taken approval from chase before, not sure. Any idea what to do?? I have to do transfer s...Read more
This grind to be financially independent is so exhausting. I’ve cut my costs down to the bare minimum (moving in with parents the past 2 years) and I’ve only been able to save up $400,000 (mostly in VTSAX). What am I doing wrong? Base: 150k Bonus: 35k INVESTMENTS: Vanguard Roth IRA $37,129.27 Vang...Read more
TC: $185,000 Base: $150,000 Bonus: $35,000 Age: 27 Yoe: 4 Relationship status: single No obligations to anyone Living with parents until COVID ends Vanguard Roth IRA$35,514.80 Vanguard Brokerage$133,899.08 HealthEquity HSA$10,118.85 Principal 401k$66,931.61 Robinhood$12,973.14 Amex Savings$55,192.1...Read more
New grad Canadian on TN visa, have a 50k Chase CD 3% APY, 20k (USD) in TFSA / Canadian RRSP (lost a lot in 2022 meltdown, haven't sold), rest in cash. Options I am considering: 1. Down payment on new house (rent out? I am paying 1k in rent a month) 2. Withdraw entire TFSA / RRSP, Chase CD, some c...Read more
Got a call from a Chase Private Client Banker suggesting to me the below offer of earning $1000 when I deposit $150,000 and that it has to be there in the account for 90 days. https://account.chase.com/consumer/banking/FZ42333?jp_cmp=rb/banker_email_ecpn/ema/na/na (Link is available publicly in ...Read more
Any cons on doing this? I have brokerage account and 401k with fidelity. Not sure of I should transfer them to chase bank to get better mortgage rate? 500k stocks 160k 401k Mortgage for 850k 30yrs fixed 6.5%
I have around $200k in cash, but lack the knowledge and risk appetite to do my own investing in the stock market. Also, I have other important things to keep my mind occupied. Where can I find a great stock market advisor who can invest money on my behalf. I have brokerage accounts with Chase and ...Read more
Hey Everyone, Lately I have been consolidating all my investments from multiple brokers into one i.e. fidelity. I have noticed that fidelity has the most superior order routing and overall I feel much comfortable trading at fidelity compared to my other brokers Robinhood, webull, chase! I am just ...Read more
I am new to investing and have around 100k. Which platform do you guys prefer to invest your money? I read that chase bank takes more than 1% of you money to manage your brokerage account. Is it better than online robo advisors like betterment? Blind tax: 170k
I traded some crypto last year and had profit. I wanted to get 1099 to file taxes. I am unable to download it. Many brokerages like schwab, chase it is so easy to download. why i need to contact customer service for coinbase to download 1099 or tax forms. is there any better way to do it ?
Getting a loan from my parents to buy a $450,000 house. $90k sounds like because I can keep cash on hand. Here’s my $499k net worth broken down. Vanguard Roth IRA $43,765.42 Vanguard Brokerage $261,212.62 (all in a settlement fund now, sold all my stock to buy the house + furniture + peace of min...Read more
Im new to the US, what brokerage tool or service do you recommend? My use case is diversification of my company stocks with other equity picks or ETF, probably mostly NASDAQ traded. I'm not a day trader, but make transactions every couple of months, $20k+ each, and hold. My retail banks are chase an...Read more
Are there any traditional brokerages that let you schedule trades. Let's say I want to buy $1k worth of ETFs every week. I had m1finance in the past which was ok but don't want to have money in different places. I currently have chase, bofa and schwab accounts. Looks like these offer automated inve...Read more
My parents bought the house about 10 years back for $200,000 and want to sell it. They own multiple houses and are moving to a new house they bought. They offered me to live with them there at the new house but are charging $1000 rent Only other option for me is pretty much getting an apartment whic...Read more