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Old Jan 16, 2021 | 2:42 pm
  #110  
RedSun
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Originally Posted by LAX
Thanks for the clarification. Perhaps I am not CPC/CPB's intended target. I honestly don't think I would use CPC perks all that much either, but if they become available at no additional cost, why not? If You Invest or other no fee brokerage is available for CPC, I can essentially park my index EFTs there instead of my current main brokerage. That's essentially what I am doing at BofA/ME (for the CC perks).

LAX
The targets of Chase CPC/CPB are the full service clients. This is what private banking is for. A relationship banker will take care all of your and your family's needs. They manage the money for you. Good for doctors, professors and small business owners and executives. It is not good for the folks who like to trade on their own. This is why Chase does not offer the full spectrum of the trading products. Certainly its JP Morgan offers all of those.

BofA/ME offers almost all the ETFs as far I know. But they still have some limit. The full brokerages like Fidelity, Schwab and Vanguard offer much more. Schwab even purchased TD Ameritrade (Thinkorswim included). If Chase offers more products, I'll certainly think of coming back. But so far no.
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