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Investing - Theory, News & General • The Final, Definitive Thread on Brokerage Transfer Bonuses

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Has anyone done Wells Fargo's Premier package bonus? The one that requires an in-branch visit. Any lengthy upselling at the branch?
I have done this bonus twice, and currently waiting for the 2nd bonus to arrive.

In my experience, there is no upselling when opening the premier checking account in branch. I made an appt online and was usually in and out in 30 min. The banker asked me if I wanted to meet with the investment person, or the Premier banker. I declined.
Similar experience. I more so had issues with linking bank accounts. Complete cluster. Unacceptable for a firm of that size and history.

Statistics: Posted by Makaveli — Mon Aug 26, 2024 9:47 pm — Replies 8865 — Views 1644080



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