I don't have experience with Fido, but I read plenty of posts here about self-directed investors identifying themselves as such up front and still getting transfer bonuses. I'm not sure about "other" future bonuses, but if you move more money in, ask a rep if there's a bonus. If you talk to someone (on your terms), they'll usually offer you a perk for transferring assets in. If a bonus was tied to working with an advisor, you didn't want that bonus anyway (transfer bonuses are mostly what I read about among other BHs that move their assets around just to reap the bonus every so often).If I call the brokerages's 1-800 number and indicate I am a self-directed investor, would that put me on a "blacklist" for future bonus offers if I transfer more money into this brokerage account?
Statistics: Posted by bonesly — Thu Jun 27, 2024 12:47 am — Replies 23 — Views 2426