Originally Posted by
fishfood
Well, I went to the new financial center at Columbus Circle, and was told that I'll have to convert my self-directed brokerage account to a managed account. I guess that was it for me. They seem to have conflicting ideas of what the actual policy is, and I have no desire to pay the 1% management fee for the privilege for a potential JPM Reserve Card.
One time I went there and they said it was too late in the day. The person at the desk took my number and said they would call the next day never did.
Another time got there much earlier and was told only one person around and no one available to meet with me. The person at the desk took my number and said they would call the next day never did.