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Old Feb 6, 2021 | 8:38 pm
  #157  
RedSun
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Join Date: Jan 2017
Location: EWR/PHL/BWI
Posts: 4,638
Originally Posted by LAX
Maybe your balance at BofA is much higher than mine was, but no one could do a damn thing about my denied "charge back" request ($25) despite sending in all documentation. I subsequently pulled most of my assets out and left only the minimum to keep the highest preferred level for CC bonus. If there are other CCs that can give me similar bonus to what BofA currently offers, I will transfer out the rest.

LAX
I admit that Chase CPC and Sapphire Banking offer more than BofA without Preferred Rewards. If it offers the full brokerage service, I'll be happy to keep most of my assets with them. I've tried Citi and Chase and learnt the hard way. I thought both of them offer all the stocks and ETFs. But they do not.

I may want to add more to Schwab for the bonus money on AmEx Platinum card ($100 on $250k and $200 on $1MM). But I need to run out my AmEx Plat retention bonus period. Morgan Stanley AmEx Plat card also on the horizon. But I need to wait for the ETrade to get settled to see if there is more new offering.
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