Originally Posted by merlin90

I'm trying to piece together what qualifies as a valid brokerage account now that Access Investing is not available. A lot of the discussion, understandably, has been about how to get the engagement bonus. To be honest, I am not going to park $25,000 in a cash account if that's still an option and am happy (sort of!) to pay the AF if I can get enough value out of the 125,000 SUB. The free AU is valuable as well. Seems like the basic E-Trade account won't be enough. Would a Core Portfolios account with a $500 minimum investment suffice? $5,000?

FWIW, I currently have an Active Assets Account (joint account with my wife) with MS. I think this is probably unlikely to qualify on its own as it's not a brokerage account but I don't know if there are any exceptions.