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Unread 2015-11-01, 12:50 PM   #1
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Default Banking Questions

I went and opened a Checking account with CHASE the other day. The banker I worked with was very helpful, and said that I could move up to the next level of checking account (which was the one I wanted) by converting the 401K's I have from previous employers over to an IRA with CHASE. I had planned on rolling those over to my current, I just hadn't gotten around to it yet.

He also said that at that point I can leave it alone, manage it myself, or have them manage it for me. I never did get a solid answer on how much that was going to cost me. There is a guy that I work with, that manages the 401k's for quite a few of my co-workers. They are happy with him, but after reading on a lot of things, and asking some questions, I think I can do just as well on my own. The CHASE banker also said that he can help advise me on my work account as well, and let me know if I need to move anything around.

Right now I just have the Retirement Target Date fund... My mom was taking care of all that for me previously, and I think she makes changes on the other accounts, but hasn't done anything with this one.

Main question is - Do I go with the CHASE banker for the IRA management? or just do it myself? Also - I meet with him again on the 18th. What other questions do I need to ask?

(FYI - I went with CHASE because of the CC's I had open. I closed out with Citibank, and Capital One because I absolutely hated working with them. Discover and CHASE were great. And I already love the mobile app for CHASE.)
Sometimes I think the surest sign that intelligent life exists elsewhere in the universe is that none of it has tried to contact us. ~ Calvin (and Hobbes)
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Unread 2015-11-17, 02:12 PM   #2
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As a Chase Private Client member. I'm satisfied. But not everyone is. If you feel confident enough to do it, it's always better to do it yourself.
Originally Posted by EUPHORIC View Post
I guess people are doing anything for a quick buck these days. If I wanna vacuum my house butt naked while listening to Darude - Sandstorm with the blinds open, I should be able to without people OUTSIDE giving a fuck.
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