"Case, which university are you going to?"

Joseph intends to get in touch with Kesla, so he found a topic to talk about it.

Case smiled:

"I haven't thought about it yet, maybe Harvard, maybe Princeton."

Joseph nodded with agreement, and then half-praises and half-seriously:

"These two universities are very good. If you need it, the bank can help, of course, just if.

With your excellence, all universities around the world will come to recruit you.”

Case nodded with a smile:

"I will trouble you if you need it."

Case thought about it and came up with another topic:

"By the way, there are still half a month before the tax filing deadline. I don't know if there is any problem with my tax filing last year?"

"There is no problem with Morgan. Your tax is simple and clear. Do you need a bank to help you handle the tax?"

Case nodded:

"I didn't use much money last year, and my finances were all on Morgan's side. Morgan had no problem, so I hope the bank will help me with it."

"Extremely happy."

"If you have any service fees, just deduct them from my account."

Unexpectedly, as soon as Case finished speaking, Joseph shook his head repeatedly:

“No, no, no, there is no service fee. Your taxes last year were not complicated, and the bank’s tax lawyers may not take ten minutes to complete.

Just take it as the reward for choosing us Morgan for you!"

Case smiled helplessly and nodded:

"My taxation this year may be a little more complicated, and I guess I'll have to hire a tax lawyer next year."

Joseph nodded in agreement and followed Case's words:

"It's true, it's better to ask for one. It's worth spending money on them. As small as a cent, they can handle it for you.

If you need it, the bank can help. We have some cooperative law firms and their business level is trustworthy."

“Yes.”

Having said that, Case was quite satisfied with Morgan, or Joseph.

So he made a decision in his heart that he could continue to cooperate, and he was not ready to change the bank.

He actually favors Yuntong more because for him, Yuntong more suitable.

Because compared with Morgan, Express's private services are better, and Morgan is more prominent in business and finance.

However, **** is stronger. Even if the private services are a little weaker, it is not much weaker for such a large-scale bank.

For him in the past, there was no difference between the two.

But now it’s different. With the system, he will definitely have a lot of money next, which requires a long-term banking partner.

Morgan is stronger, has greater influence, has more power and has more connections, so it is more beneficial to him.

After chatting for a while, Annie walked over with her bank card and a kraft paper bag.

Case took over:

"Thanks."

Anne smiled:

"It's what I should do, Mr. Dutton."

Then he stood quietly aside and stopped talking.

It was getting late when Case saw that he was about to leave, so he talked about the main thing:

“In a few days, I have a million dollars in money that I earned for me by my investment manager and had already dealt with the tax issues.

So I want to open two more accounts and divide my finances. Do you have any suggestions?"

Joseph's face was stunned, then full of surprise. Anne next to him also held her breath. This was a million dollars, a huge sum of money.

Although it's nothing to Morgan, it's different for them.

Not to mention that this is not Morgan headquarters, it is just a branch in the small city of Bozeman, and it is not even a branch.

"Kase, wait, I need to think about it."

Case raised his hand and signaled you to be as you please.

After thinking about it, Joseph said:

"Kase, my opinion is that it is best not to use more than three private accounts in China. Too many will make it more troublesome.

I don’t know your future plans, but at this stage, the amount is relatively low. My opinion is that you open two domestic accounts and one international account.

I will help you improve this card for daily use. You don’t need to notify the bank if you want to use it for less than one million US dollars, you can swipe it at will.

You can save money without tax filing, and financial transaction details are easier to retrieve.

Let’s have another account, with a savings of one million US dollars as a base. I can help you increase the level to tens of millions. There is no need for a form to deposit or withdrawal below tens of millions, just a phone number, and no need for a phone number below tens of millions.

International Account, I can help you mention the millions level, which you can use as a daily private thing for travel abroad, what do you think?”

Case lowered her head and thought about it and said:

"I have no objection. After you help me handle the tax, transfer the money from Card 1 to Card 2, which I spend on daily basis.

In the future, the first card is the tax filing card, the second card is the three card is the cost card."

Joseph nodded with a smile:

“This is a good idea.”

Case leaned into the chair:

"I didn't expect it to be so simple, I thought it would be a little more troublesome."

"This is just a private account. If you have a company account, it will be a little more troublesome. You need a lawyer to help you deal with it."

Case nodded. He currently has these three cards, one for filing taxes, and then earning some dividends in a small business in the future.

The other two are used as expenses for domestic and foreign accounts.

After processing this place, Case stood up and pretended to leave:

"When will you do it?"

Joseph stood up and replied quickly:

"It's OK tomorrow, or a checking account?"

Case thought for a while and said:

"Swap the tax card into a savings account, and change the two spend cards into a checking account. I'll come here to collect it tomorrow morning."

"Okay, I'll have a checkbook for you tomorrow."

American debit cards have two accounts, one checking account, and the money in this account can be withdrawn and consumed at will.

Merchants swipe cards and withdraw cash from Atm machines. Some merchants with high reputation can use them as credit cards. If the money is not enough, the bank will help you make up for it. You only need to pay some fines later.

The check book mentioned by Joseph is, except for some gifts provided by the bank, and other things are for money.

However, this thing is indeed convenient. The bank will print all your information on it. You only need to fill in a number and fill in the name and tear it down.

Some places cannot swipe cards, but checks can be used anywhere.

After they get the check, they can go to the bank to withdraw money and will be deducted directly from your account. Of course, if the amount is slightly larger, they will call you or send a message to review it.

A savings account is a semi-regular account. The money stored in it will have a certain amount of interest, but it cannot be spent or withdrawn.

If you have to spend it, you can only transfer the money to a checking account. There are still restrictions on the number of times, which are different from banks, but it is only for ordinary people.
Chapter completed!