Say what you will re: Edge
I had a large (for me) wire come in from the sale of a house, either yesterday or the day before, and I hadn’t gotten around to doing anything with it because we’re moving and packing and unpacking and all that fun stuff that goes with it.
But an advisor at Merrill Edge called me had noticed it was sitting in cash and told me if we could get it invested in a money fund today we could earn interest over the long weekend and then he helped me pick a fund and do the trade settling today. It was nice to have that personal attention.
Of course I could’ve done this all myself. I kind of forgot about it with everything else going on, and hadn’t booted up my laptop or used the app or I normally would’ve done this myself.