Private Client sign up process?
We're planning to open a Private Client account for the $3k SUB. I don't see myself wanting to keep that account open long-term; just open it, throw the cash in a low risk/low return security and then pull it at the end of the 90 days.
Just wondering what the process looks like to actually go in and sign up? Does the appointment take long? Are they going to try and hard sell me on investment products I don't want? Any reason I can't just be honest with them that I'm not planning to keep it open for long?