Does Simplifi "open" investment accounts, or is this unrelated
Out of the blue, today, Sunday, I noticed my Chase dashboard changed (on their website), and I now have an investment account. Was this something Simplifi or Chase did? I directly linked it to Simplifi to turn on the investments page.
It was unusual because I didn't receive any “secure messages” or e-mails about the investment account. It was just there.
On a bright note, on doing some homework, there appear to be unlimited $0 commission-free trades and $0 minimum balance, which might tempt me to play with this (I mean, if I like the casino, how is this much different, right?).
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Rob Wilkens
Best Answers
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Rob, it seems to me it would have to be something Chase did at your instruction (apparently unintendedly on your part) because I can't see anyway that Simplifi can affect your banking… Simplifi's connection is one way from bank to Simplifi only.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
I messaged chase privately using their secure message feature, thanks.
EDIT (without a new messsage notification): Chase told me this was an account I closed in 2019 (4 years ago). The concern is why all of a sudden does it appear “open” and it shows it as a transfer target now. None of this is anyone here's concern, it sounds like a chase bug.
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Rob Wilkens1
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@dannyb thank you.. i wasn't sure... one would think signing up for an investment account would require more than an accidental click.
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Rob Wilkens1 -
Yes, one would think.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Chase will have history on the transaction. Every investment account I've opened requires signfnicant information (employment info, income, funding sources, if there will be out of US transactions), even while opening those accounts at establishments I have existing accounts at already. I'd contact Chase first and foremost.
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