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Old Jan 8, 2021 | 8:25 pm
  #97  
garykung
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Originally Posted by Polytonic
Does anyone know what investment accounts qualify toward the $150k balance requirement?
I believe everything available to the public counts.

Originally Posted by Polytonic
Is it just one of those Chase YouInvest brokerage accounts? Seems fairly straightforward to just park $150k in some index fund (e.g. VTI or similar) and then get CPC for free, no? What am I missing?
You can do whatever you want. In fact - you don't even have to park your money to investment.
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