Originally Posted by ctle

Interesting, I wasn't offered the pathways account. Did they bring it up automically or did you ask about certain conditions? How much was in you AI account, I got 3 options, but it was 1) they manage (probably AAA account), 2) they give initial recommendation, but after that nothing unless i ask for it, (assuming AAA because he said ~1% commission and $150 AF) 3) move to etrade?