Originally Posted by
garykung
No. IIRC - all Citibank bankers have Series 7. But only designated CPWM personnel can set that up.
It could be segmentation. But I doubt that is the case.
I believe the banker is simply lazy.
They are not the same.
In theory, MMA comes with check-writing capacity but not for saving.
IIRC - Citibank's MMA does come with checks.
I experienced segmentation at both Bank of America and Wells Fargo, and it was highly frustrating because I couldn't just go in and do simple transactions.
It sounded like she was just doing me a courtesy because she continued to be on the phone with someone.
That's what I had thought, but she was correcting me and telling me that they are the same, even though they had two different lines on the rate sheet.