It looks like you're new here. If you want to get involved, click one of these buttons!
Below is Fidelity's bonus breakdown. Also a link to all current offers as of October 1. Scroll down the link for the bonus offers. After reading this I am not transferring all my money to Fidelity Monday but just a partial. I can earn more than the $3750 they offered me by making partial transfers from Scottrade over the ensuing months.hmmm. well, i just transfered well over 250k but far less than 1 mil to fidelity by closing out my wellstrade account and i did not to think of asking for a bonus. crap. think i should ask for one retroactively?
in the alternate, i have a big pile (for me) at scottrade. if i decide to transfer those assets to F, maybe i could ask for a bonus then and ask them to also take into account what i brought over from wells ...
I ... we might ... is that we ... were talking about ... the zero negative this negative interest rate policies of Europe and Japan ... forcing that ... capital is here to look for yield somewhere else which means it comes to the US ... driving our rates down to ... the demand goes up ... and appear time when our conomy is really growing better than those in the lead is this to justify the low right ... now also causes a problem for the ... Reserve Bank is it thinks about raising short-term interest rates ... it's looking to hire a short-term interest rates but long-term interest rates of decline with the two of the same ... I have the more I The typical promise once you ... grow ... Swiss constraining what the Fed can do it ... so thinking about a flat yield curve or what its implication is that he is okay if you think of a banking takes EMCD money an entrance ... lens that money up to individuals and businesses ... if the CD rate rises towards very close to the rate that they begin to lead the money out ... they no longer make a profit doing that ... the declining about lending to do so what does it say constrained lending which is what you need to get an economy to grow faster ... discussing ... current unwinding its less profitable for ... the dude lets up ... we don't have a crystal ball to the ending we just look at the imbalances and along the spine economy slows down to justify the longer term rates a half because money is coming from overseas ... I really start to run the risk of things overheating inflation being Iran to reprice thoughts ... these are bought CEOs six return ... in the media ever return hire that inflation could justify credit risk whichever one ... after readjust that means that when prices decline to get you to the law ... so we look at it and so I am I really paid for ... lending money to look says she's the US government to a really well in the U S government money for ten years and one half percent ... Deutsche think over the next ten years ... that inflation is going to be higher than one percent milk was two or three with him how his either ... that doesn't owe us make sense ... so yes did realize ok ... I can lend out money that was how far can be one of three years maybe five years ... we understand the real you accept the lower return than in the interim ... which are thinking of longer term don't really want that money to come back ... for when the imbalances gone away ... yields might be higher I can then redeployed much more attractive return ... when you begin to trade office we look at what's the role that were playing in someone's portfolio for the war of the bomb components someone's overall portfolio worst bolstered the anchor for response to the local chili cook off ... Portugal's be the protector of capital ... bill the risk Apple is really all the equities for ... real estate deal other items to my puzzle remembering lower all this ... we look at that's ok the we need to play the role the role is anemic sure this is a low volatility strategy ... because we understand they're doing ... investors into another high volatility ... investing ... and that's ... more fun to do that ... you will find Indigo that means that ... I will underperform the ... longer term and is forecast to one ... so what will happen to them as he gets if ... rates rise so it is one of low caste to reprice the bowl sponsor bills longer portfolios we've chased yield stress and and with the result is going to be ... the value of their portfolios and rock ... it will probably drop by more the in the mountains income the chair generates of the end result for them as is the Total Return becomes less than zero
Below is the definitive thread on brokerage transfer bonuses. As for Fidelity they offer $2500 for a transfer of a million dollars. If you transfer more, you can bargain with them for more of a bonus. Free trades are of no interest to me. I was originally told my bonus would be just for transferring my IRA. But now found out it will be for transferring both my IRA and small taxable account from Scottrade. They will prorate the $3750 among the two accounts based on their sizes. As for how this bonus is handled (contribution, capital gain, taxes, etc, and other matters) see below.@Junkster - can you tell me how Fidelity is providing $3,750 to your account? I'm currently in the process of transferring a rollover IRA to them and transferring a taxable account to them as well.
I know there offer commission free trades (but no discount for TF mutual fund purchases).
I would like to know more and speak with them again.
With the 1/4 end I wouldn't be surprised to see a reduction in holdings since the prospectus says "in the best interest of fund holders" What would be, hold or sell?
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla
