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Old Jan 23, 2021 | 8:12 pm
  #128  
LAX
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Join Date: Nov 2004
Location: Los Angeles, CA; Philadelphia, PA
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Originally Posted by damon88
We opened ours last summer — we transferred one of our taxable accounts from Ameritrade. We had a pleasant meeting with our Chase rep. He explained what he would charge to manage our account, but did not pressure us at all when I told him we wanted to manage ourselves. Back then IIRC Chase was still charging a trading fee, but sometime last year they eliminated it.
Do you have the JPM self-directed investment account? Is it truly fee-free? I wonder if I should close my You Invest account then if I decide to upgrade to CPC. I definitely would ask the banker for more details, but sometimes I find FTers are more knowledgeable about some products (especially travel-related) than some reps at the company.

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