Not yet. My appointment was Mar20. Another prinary applicant family member also in the process had their biometric in Feb and still no card either ![]()
You are allowed to change vehicles, so I believe there is a path, although it’s not worth the effort in my view:
- Sell all of Optimize
- Pocket the upside
- Within 30 (60?) days, buy at least 500K in a new GV fund (but maybe paying a new enrollment fee)
- Document you rolled over within the time limit
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This sounds like a great idea if anyone’s done it before.
I wonder if you can do it with optimize itself.
Very interesting, and glad it all worked out for you, and even happier to hear about how Optimize handled everything, we work with them regularly but always nice to see positive stuff about them online.
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