Originally Posted by
jags86
Once you get the engagement bonus, can you close the CashPlus account, keeping only the Access Investing account open to keep the Platinum account open?.
Originally Posted by
SpaethCo
The Amex / Morgan Stanley validation is supposed to be done by matching SSNs, so as long as they close your CashPlus account without screwing up the rest of your profile I would think you should be fine.
I've had the MS Plat for several years There's a monthly report that is sent over to Amex from MS, and in my experience it is not just tied to your ssn. I've not had the CashPlus account. But after I closed my managed client brokerage account, I've since had more than once whereas Amex sends a letter informing me they are closing the card in 30days because I do not have an qualifying open account with MS. I have a separate open Access account (same ssn), I've gotten it fixed each time, but dealing with MS is a nightmare.