Originally Posted by
Zorn_
FWIW - I was speaking to a MS advisor today about closing out my Access Investing and toward the end of the convo he let me know that if I had an Amex Platinum from MS that it gains several new benefits today (the long rumored refresh) and also confirmed that MS will be adjusting their engagement bonus to match the new membership fee. I wasn’t prompting this line of convo, so it seems they’ve been provided some marketing info to mention to customers.
so ur closing ur MSAI accnt? and closing MS amex plat?
IMHO, u have options. no need to rush. see below.
For those of us who decide to just liquidate our access investing accounts and exit our MS relationships, how quickly do you think Amex will close our Plat accounts due to no longer having the required MS relationship?
My AF actually posts in 2 weeks so I’m wary that if my Amex gets shut down in say 6 months, I’m not sure I’ll get a pro-rated refund of the AF.
So I’m definitely trying to make a decision on how to proceed in the next week or so.
im confused about your situation. wats ur current set up now? u have plat CPlus? i assume u dont wanna keep the MS amex plat? or u just wanna pull out MSAI funds?
if u need time to think about it, u have until early next year. or just let MS close automatically.
or u could open AAA brokerage, invest into pathways UMA at $1k min as a temp holding account to give u more time to think.
theres no reason to rush now.