I currently bank with First Republic Bank. Absolutely love their customer service. Unfortunately they’re converting all accounts to Chase accounts next month. So I need to explore alternatives while I have some time. The key to me is the customer service. Can I call or text my banker and things get done? That’s what I want. BTW, not a high maintenance customer at all. But there have been a handful of times I needed to pick up a cashiers check and it was easy. Literally email my banker telling them who to pay and how much. They call to confirm with me and 10mins later I’m picking up the check, no fuss or anything. #investments
Sofi
Chase private client
That’s what they’re switching us to. But the packet I received had all these different fees. Plus they want us to keep $150k there. I don’t know what their savings rate is, but I’m pretty sure it’s not 3.5+.
Your banker can waive the fees, there used to be flexibility on where you kept the 150.. for savings they just sent me a thing today 4.4 apy with 100k initial deposit. I can't speak to any of the fees though because I don't really use shit outside of a wires and those free. I just like the higher limits I can deposit like 100k in checks on the apps and higher limits for zelle etc.
I'm a VP. Happy to pull strings
Hook me up with the JP Reserve Card plz thank you lol
Pnc has one of the best customer service I’ve experienced. No atms outside North east area though.
So they offer free atm outside of their network? I rarely use atm, only for international travel.