I am planning to open a MerrillEdge CMA (taxable) account to avail the PR1000 preferred rewards bonus. I am wondering if I open a joint account with my spouse, will my spouse lose the opportunity to make avail of the same offer for another CMA account later this year. The terms says "Cash bonus offers, in the aggregate, are limited to one CMA and one IRA per accountholder." Wondering if anybody has opened a joint account and received a bonus and then had their spouse open another joint account with them being the primary later the same year to get the bonus again?
Statistics: Posted by invest411 — Tue Jun 11, 2024 6:00 pm