You Invest Trade will soon become J.P. Morgan Self-Directed Investing

收到chase邮件说you invest trade要被转了,虽然说我不用做任何行为,但是还是好奇,是所有人都转了吗?是不是意味着以后可以搞margin了?

可以上摩根白金了吗?免年费不?

两不同公司

我也收到了,看措辞应该是所有You Invest trade都转了,比较好奇这样改名以后撸CPC bonus是不是直接可以算上这个账户的balance了

CPC bonus好像都得 new money

其实只是branding的变化吧;CPC eligible那个账户叫做(full service)brokerage account

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那是肯定的,只是想省去和banker解释要开self-directed account那一步,希望可以像Sapphire banking一样直接升级,转钱,拿bonus

同收到,和王自健大佬想法差不多,看起来就像换个说法(也许PM想升个职。。?)

翻了下我的secure message:

We want to let you know that your You Invest Trade account is getting a new name: J.P. Morgan Self-Directed Investing. There is no change to your account’s features and benefits. As always, we are committed to providing you with a self-directed investing experience that puts you in control, including commission-free online trades, thousands of investment options, powerful and easy-to-use tools online and on the Chase Mobile® app1. Please note:
No action is required from you
You will see the name change in places such as the account dashboard, Chase Mobile® app, and account statements
Your account settings, including but not limited to saved items and standing instructions, remain the same

有朋友试过用以前的YouInvest变成的Self-directed账户拿CPC bonus的吗?求DP