Question about an inquiry
I logged into my account went to the chat asked how I can learn about any incentives to bring my retirement vehicles over the Schwab.
I told him I don't pick up the phone and I don't want to speak. I was told someone will contact me by email.
I was contacted by what appears to be someone with the title:
CFP, Trading Consultant | Trade Acquisitionz
They told me to contact them by phone because things can be complex.
I told him I simply have two 401Ks each just over 1 million in value, which i would like to roll over into IRAs and nothing more nothing less.
So what if any , are the incentives for that specifically. I already have a brokerage with 650k with Schwab. It's not like I was a stranger.
They responded by telling me just to give him a call.
I interpret this as we're not listening to what you're asking go someplace else.
Is there a different way to get a more appropriate contact or is 2.65 million in simple business just not that appealing as I'd hope it was?