US Bank Smartly Visa credit card gives up to 4% cash back on all purchases with qualifying deposits. trust or investment accounts in US Bank. Card is metal and no annual fee.
2% cash back: no requirement
2.5% cash back: balance of $5,000 - $49,999
3% cash back: balance of $50,000 - $99,999
4% cash back: balance of $100,000 or more
https://www.usbank.com/credit-car...-card.html
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Have "Combined Qualifying Balances" with U.S. Bank in open consumer checking account(s), money market savings account(s), savings account(s), CDs and/or IRAs, U.S. Bancorp Investments and personal trust account(s) (business accounts, commercial accounts, and the Trustee only (IFI) client relationship do not qualify).
That's what I brought up. They told me that the brokerage account is not one of the investment accounts that qualify. Their managed accounts qualify. The rep could also have been wrong, they seem to be pretty poorly trained on this stuff
Yes, I'm out. Still have the card but will be leaving it unused instead of closing the credit account.
did you order checkbook from Fidelity?
Did they charge the closing fee? I am about to fund the self brokerage but if it does not could I might follow your move