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Frequently Asked Questions
Latest Questions
Best Bank To Work As A Hub Account
Moving money from one bank to another very quickly is the requirement.
All suggestions welcome. Thanks... read more
What Is Your CD Strategy For Rising Rates
Just curious how long to wait before starting to purchase CDs? Have a substantial amount to invest. What are your thoughts?... read more
Bond Question:
Anyone have experience on the likelihood of secondary cd bonds being called?... read more
Flex Index CD
https://www.merchantsbankofindiana.com/
Looking for opinions on Flex Index CD offer from this bank
Flex Index CD
Finally, a certificate of deposit that keeps pace with a changing ... read more
IRA Cds: Any Place That Allows BOTH Yearly Add-Ons AND Allows Penalty-Free Partial Withdrawals?
If you have an IRA CD, most places will waive the EWP if taking a MANDATORY RMD on a TRADITIONAL IRA CD. However, most will NOT waive the EWP on a Roth IRA (since a Roth doesn't re... read more
CD Rate Connexus Decreased
I have a CD At Connexus 3. 5% for five years Comes due in 2024 . Question do I need to be concerned because they are lowering their rates when everybody else is raising them
Chas... read more
LOWEST CURRENCY CONVERSION CHARGED DURING SWIFT WIRE TRANSFER
IN THE PAST I HAVE DONE CURRENCY CONVERSION FROM GBP TO USD. BANK OF AMERICA CHARGES A REDICULIOUSLY HIGH RATE OF 3%. THE SAME GOES FOR BANK DRAFT CONVERSION CHARGES.
I AM LOOKING... read more
Forgot Username
Forgot username The only option is to change password. How do you change your username to keep the same account. I had to open a new account with a different email. Would like to c... read more
Banks That Do Medallion Stamp?
Late to the I bond party, I haven't been able to get a Medallion Stamp to verify my account. Tried Wells Fargo, Chase, Union Bank with no luck. Can't use Bank of America either.&nb... read more
QCD And EIN
The IRS has a lookup tool to help verify that the EIN or TAX PAYER ID is valid for a charitible contribution.
When or how does the EIN get communicated to the Custodian of the IRA... read more