Churning - nolanhergert/notes GitHub Wiki
Run through checklist beforehand.
- Record video and upload to YouTube. Chase just said they have no evidence of me signing up through the promo page >.<
Wait to transfer until after got new CC + spending, transferred out stocks for Donor Advised Fund.
Want to get $500 additional, ideally deposited into the Roth IRA.
- Called Paulina 5pm Aug 9, nice lady. Said Calvin was already working on it, it'll get approved Thursday and be in account next Tuesday.
- Emailed Calvin Vanness Monday Aug 2
- Talked with phone rep on Tuesday July 27, who said the Roth IRA was not added by Calvin to the bonus, and that he would need to talk with Calvin on Friday to resolve the issue. No response on Friday.
- Talked with Calvin to set up accounts ~January, he said it would be no problem to combine the balances from the two accounts into one bonus amount. Just talk with him in 6 months.
My referral link: https://www.sofi.com/invite/personal-loans/?gcp=f631e67a-5c46-440c-8890-b78545f10a5e
$425 back + $100 airline incidental fee credit. Wait for airline trip? https://www.doctorofcredit.com/penfed-pathfinder-rewards-card-relaunches-as-visa-with-50000-point-bonus/
Central billing blah blah. Ticket number is 210602143941
It's not worth it for me with $2K annual everyday spend to work hard for 2.6% cash back (Platinum rewards) with the Bank of America Premium Rewards card ($95 annual fee) and the Platinum Honors level with a large Merrill Edge account.
- Sure, stick with it for one year, but then cancel and go back to normal Fidelity. Not worth the $95 annual fee, and signing up for the travel rewards card (also 2.625%) has no signup bonus and is only worth $30 at my spending levels.
- $100 extra for incidental airline travel expenses and $100 for TSA+ (not worth it for me)
Alerts page is here: https://bank.discover.com/bankac/alerts/enroll
Applied on Jan 12. Will finish up this evening. Proof notes are attached to the first Merrill Edge representative email (Calvin V.)
$2K for Chase Private client. Bogleheads seemed ok with it. https://www.bogleheads.org/forum/viewtopic.php?p=5308290#p5308290
Sent them an email referencing this link: https://web.archive.org/web/20191112004906/https://us.etrade.com/what-we-offer/how-it-works/brokerage