So how do you go about triggering a retention bonus? Do you have to call up and threaten to move your money?One of the biggest tips that I learned from talking with the father in law about this is that they also offer these as retention bonuses...
Basically, though threatening can be a misleading term.So how do you go about triggering a retention bonus? Do you have to call up and threaten to move your money?
Yeah, but if I go that route I have to be ready to follow up on the "I'm moving my money to a competitor" if they don't have a retention offer. I guess I could always try "Your competition is offering me $600 to move my account to them. What can you do for me?"Basically, though threatening can be a misleading term.
Social engineering is a fun topic. And it's OK to lose tooYeah, but if I go that route I have to be ready to follow up on the "I'm moving my money to a competitor" if they don't have a retention offer. I guess I could always try "Your competition is offering me $600 to move my account to them. What can you do for me?"
FWIW - I'm on TD-Ameritrade and really have no beef with them...