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REDDIT

For a buy and hold investor, is it worth it to switch from Fidelity to Merrill?

P
Dec 6, 2025 · 18:37

Asking this as their preferred rewards program seems interesting in that you get a 75% boost to all credit card cash back if you keep $100,000 in Merrill which is hard to beat.

I like Fidelity a lot, but for a Boglehead like myself who just plans to buy and hold ETFs is it worth switching to Merrill?