agp wrote:The JPMorgan basket can certainly hold all your eggs, but don't be surprised if they lose some of your eggs in investments. Some things to consider though:
1. You cannot downgrade the Green to a no-fee version. You can do a product change to another charge card, but all charge cards have annual fees.
2. You cannot upgrade the CSP to Palladium.
Let us know if you have any questions along the way
Agp as always you are correct.