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Moving Money Around

bonuses earned: $8,025
in progress: 1

account
banks · 6
Capital One360 Performance Savings360 Performance Savings	3.00%	$••,•••	+$1,500 soon
ChimeCheckingChecking	3.75%	$••,•••	—
Galaxy OneCheckingChecking	3.50%	$••,•••	—
SoFiCheckingChecking	0.50%	$••,•••	$300
SoFiSavingsSavings	3.00%	$••,•••	$300
X MoneyCheckingChecking	6.00%	$••,•••	—
investments · 6
Charles SchwabRoth IRARoth IRA	—	$••,•••	—
CoinbaseCryptoCrypto	—	$••,•••	—
E*TRADEStock Plan (VEEV)Stock Plan (VEEV)	—	$••,•••	$300
FidelityIRAIRA	—	$••,•••	—
FidelityVeeva 401(k)Veeva 401(k)	—	$••,•••	—
Wells FargoIndividualIndividual	—	$••,•••	$2,500
cards · 7
ChaseSapphire ReserveChase Sapphire Reserve	$795/yr	$••,•••	—
AmexGoldAmex Gold	$250/yr	$••,•••	—
Capital OneVenture XVenture X	$95/yr	$••,•••	—
CitiCustom CashCustom Cash	$0/yr	$••,•••	$200
US BankCash+ Visa SignatureCash+ Visa Signature	$0/yr	$••,•••	$200
ChaseFreedom StudentFreedom Student	$0/yr	$••,•••	—
ChaseFreedom FlexFreedom Flex	$0/yr	$••,•••	—

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bankbrokerage

July 2026

+$2,500

Wells FargoPremier $2,500 bonus
~Jul 8· needs $250,000 deposit· source ↗
▸ notes
Combined checking and brokerage offer. Premier Checking + $250k new money in linked deposit/Wells Fargo Advisors accounts by day 45, hold through day 90.
$2,500
Capital One360 Performance Savings bonus
Jul 2 → today· 106d· needs $100,000 deposit· source ↗
▸ notes
Fund $100k within 15 days, keep it 90 more days (105 total) for $1,500. Funded 2026-07-02.
$1,500in progress

March 2026

+$1,700

Wells Fargochecking bonus
Mar 20 → May 6· 47d· needs $1,000 DD· 2 deposits in
$400
Etradebrokerage bonus
~Mar 20 → ~Apr 14· 25d· needs $3,000 deposit· 2 deposits in
▸ notes
Bonus received; receipt date not recorded.
$300
Chasechecking + savings combo bonus
~Mar 19 → ~Apr 14· 26d· needs $1 DD· 1 deposit in
$300
Chasesavings bonus
~Mar 19 → ~Apr 14· 26d· needs $1 DD· 1 deposit in
▸ notes
$15,000 deposit made 2026-04-14.
$400
Chasechecking bonus
Mar 19 → Apr 21· 33d· needs $1 DD· 1 deposit in
$300

September 2025

+$650

Allybonus
Sep 29
$200
US Bankchecking bonus
Sep 29
$450

July 2025

+$450

US Bankchecking bonus
~Jul 30 → ~Aug 30· 31d· needs $8,000 DD· 3 deposits in· $6.95/mo fee (avoidable)· source ↗
▸ notes
Eligible because the last time I did this was more than 12 months ago.
$450

September 2024

+$250

Amexchecking bonus
~Sep 30 → ~Oct 14· 14d· needs $2,000 DD· 2 deposits in
$200
Onebonus
~Sep 30· needs $20 DD· 1 deposit in
$50

May 2024

+$300

First Techchecking bonus
~May 31 → ~Jun 14· 14d· 3 deposits in
▸ notes
$1,000+ per month for 3 months. (Third deposit date duplicates the first in the spreadsheet — kept verbatim.)
$300

October 2023

+$350

Capital Onechecking bonus
~Oct 13 → ~Oct 27· 14d· needs $500 DD· 2 deposits in
$350

February 2023

+$325

Wells Fargochecking bonus
~Feb 15· needs $1,000 DD· 1 deposit in
$325

January 2023

+$300

Laurel Roadchecking bonus
~Jan 30· needs $2,500 DD· 1 deposit in
▸ notes
Deposits totaling at least $2,500 within the first 60 days; bonus deposited within 60 days of meeting requirements. Reported to the IRS on 1099-INT. $25 early closure fee within the first 180 days.
$300

December 2022

+$500

US Bankchecking bonus
~Dec 14 → ~Jan 14· 31d· needs $6,000 DD· 3 deposits in
▸ notes
Avoid monthly fee by keeping an average account balance of $1,500 or greater.
$500

November 2022

+$400

PNCchecking bonus
~Nov 15 → ~Dec 1· 16d· needs $5,000 DD· 2 deposits in
▸ notes
Fee waived with average monthly balance of $5,000+, qualifying direct deposits of $5,000+, or $25,000 in linked eligible accounts.
$400

September 2022

+$300

SoFichecking bonus
~Sep 1 → ~Sep 14· 13d· needs $5,000 DD· 2 deposits in
▸ notes
Can close if needed.
$300

cumulative earnings

credit cards · 7 open

bonus received

Chase Sapphire Reserve

since Apr 2022

Chase

annual fee

$795

SUB

150K points

Travel credit$300 · yearly
The Edit hotel credit$250 · semi-annual
StubHub credit$150 · semi-annual
Dining credit$150 · semi-annual
Global Entry / TSA PreCheck credit$120 · every 4 yrs
Priority Pass + Sapphire Lounge accessongoing perk
IHG One Rewards Platinum Elite statusongoing perk

bonus received

Amex Gold

since May 2023

Amex

annual fee

$250

SUB

100K points

Resy dining credit$50 · semi-annual
Uber Cash$10 · monthly
Dining credit$10 · monthly
Dunkin credit$7 · monthly

bonus received

Venture X

since Jan 2026

Capital One

annual fee

$95

SUB

75K points

Capital One Travel credit$300 · yearly
Anniversary miles$100 · yearly

bonus received

Custom Cash

since Nov 2023

Citi

annual fee

SUB

$200

bonus received

Cash+ Visa Signature

since Jun 2023

US Bank

annual fee

SUB

$200

Freedom Student

since Aug 2019

Chase

annual fee

SUB

Freedom Flex

since Nov 2020

Chase

annual fee

SUB

Business Ink Cash

scheduled

Chase

annual fee

SUB

75K points

bonus received

Amex Platinum

since May 2024 → May 2025

Amex

annual fee

$965

SUB

175K points

Hotel credit (FHR/THC)$300 · semi-annual
CLEAR+ credit$209 · yearly
Resy dining credit$200 · semi-annual
Airline incidental credit$200 · yearly
Oura Ring credit$200 · yearly
lululemon credit$75 · quarterly
Digital entertainment credit$25 · monthly
Uber Cash$15 · monthly
Walmart+ credit$13 · monthly

bonus received

Disney Premier

since Jan 2022

Chase

annual fee

SUB

$300

bonus received

Free Spirit Travel More World Elite Mastercard

since Oct 2021

Bank of America

annual fee

SUB

$200

▸ closed cards · 1

Discover It · DiscoverMar 2019