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[quote=Anonymous]Another JP Morgan person here. But I cheated, because my in-laws have a trust managed by them. So I get the fancy credit card with good rewards, and the easy mortgage and refinancing with recasting, and i get the private banker who opened up a joint bank account for me and my mom over the phone when i needed one in a hurry and mom was bedbound. and i don't actually care what my in laws might be paying in fees.

i also have a bunch of stock at ameriprise, but i have to say that in general it's much easier to deal with brokerages that have retail locations on the rare occasions you need a cashiers check or cash or a notary.

apparently i am cash flowing enough through citi that they have assigned me a private banker but i can't really be bothered. i like that they have worldwide locations but every 10 years or so they try to do something cutesey and pointless with credit card points or account charges. their mortgage rates are always trash.

boa is just stupid and i will never use them again. [/quote]

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