PWS
Pacer WealthShield ETF
stock BATS ETF

You are very specific. You want another advisor. They may or may not be possible. Just call. Worth a shot. Report back what you find out. You’ve spent so much energy on this. Don’t by shy. Please post tomorrow what you find out. Why do you even want an advisor ? They just help you if you have to jump through hoops if there’s an issue connecting you with the right person. Even if the same advisor as your FM they won’t disclose what you spoke about. People here on Reddit most of them won’t know about PWS.

Just because you’re tagged PWS doesn’t mean that your accounts are eligible for an assigned FC. You’re tagged PWS because of your wealthy household member. That does not automatically qualify you and your personal accounts for an advisor.

Actually that is incorrect. My account does say PWS on it when I log in because of my household family member. However I do not seem to have an advisor

You need to call Schwab directly to see what your options are and if you can be part of PWS based upon your family member and if you can get an amex card with the rebate and if you and your FM can be assigned a FC in PWS. Don’t be shy. I promise they’ll be nice to you.
Why are you hesitating to call ?

I am wondering if I am. It says PWS someplace on my account but then for contact us, there is no rep and it says I should call the regular number not the PWS number. I really do not want to get the card and then find out I am not eligible. My FM has one and gets the $1000 but they legitimately belong in PWS
I checked the places people on here said to check. No rep. My FM has one but hardly uses them so probably would prefer someone else

You are very specific. You want another advisor. They may or may not be possible. Just call. Worth a shot. Report back what you find out. You’ve spent so much energy on this. Don’t by shy. Please post tomorrow what you find out. Why do you even want an advisor ? They just help you if you have to jump through hoops if there’s an issue connecting you with the right person. Even if the same advisor as your FM they won’t disclose what you spoke about. People here on Reddit most of them won’t know about PWS.

Just because you’re tagged PWS doesn’t mean that your accounts are eligible for an assigned FC. You’re tagged PWS because of your wealthy household member. That does not automatically qualify you and your personal accounts for an advisor.

Actually that is incorrect. My account does say PWS on it when I log in because of my household family member. However I do not seem to have an advisor

You need to call Schwab directly to see what your options are and if you can be part of PWS based upon your family member and if you can get an amex card with the rebate and if you and your FM can be assigned a FC in PWS. Don’t be shy. I promise they’ll be nice to you.
Why are you hesitating to call ?

I am wondering if I am. It says PWS someplace on my account but then for contact us, there is no rep and it says I should call the regular number not the PWS number. I really do not want to get the card and then find out I am not eligible. My FM has one and gets the $1000 but they legitimately belong in PWS
I checked the places people on here said to check. No rep. My FM has one but hardly uses them so probably would prefer someone else