7.10.2018

要求TD ameritrade調降手續費

利用TD內部郵件寫信給客服要求調降手續費的話
客服會回信給你要你回答下面這幾個問題
1.) What commission schedule are you looking for?
2.) What are you willing to bring over (in total assets) to TD Ameritrade?
3.) How many trades are you placing now per month?
4.) Do you have any other undisclosed accounts that you would be willing to bring over outside of TD Ameritrade?
5.) How many trades are you looking to place if you were to move over the outside account(s)?
6.) What types of trades do you primarily place?



最後是順利調整到$4.95
小小抱怨一下...
調整重成功客服沒有通知
我同樣的信還寄了兩次
每次都是說需要2~3個工作天然後就沒下文了...
最後是用Ask Ted那邊直接問線上客服才確認調整成功

不過基本上TD服務算是不錯的,有什麼問題回應都很快
W8-BEN到期也會通知
自動退稅在各家券商中算是最完整的了