I recently applied for Wells Fargo’s Portfolio Management Account (PMA) account in order to get in on their free trade program. The following is my application experience.
2/20. Applied online in the morning. Funded checking account with $500 from the Fidelity 529 credit card (this will be coded as a purchase and is eligible for your [...]
For many years, Vanguard’s Flagship status has been a target which I have strived to reach. Vanguard’s Flagship is supposed to reward investors who keep a seven-figure portfolio with Vanguard with “personal assistance, significant cost savings, and expert advice”.
For Vanguard investors who already have Voyager status (at least $250k invested with Vanguard), the benefits of [...]
Recently, I applied for the Wells Fargo Portfolio Management Account (PMA) so that I can take advantage of their 100 free trades offer per year for every linked account. The 100 free trades offer is very attractive as it would allow me to invest into ETFs or no-load funds (which previously have transaction fees) with [...]
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