$193.2K has sat idle in Victor Pemberton's Bank of America savings account for 6 months

Victor Pemberton · Mass Affluent · 30-39 · Boston, MA · Advisor Elena Brandt

Why it fired

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Rule: $100K or more in cash with no activity for 180 days.

Bank of America savings account balance

Evidence (2)

Deposit
Mar 5, 2025 · Bank of America savings account
+$36,900
Reported balance
Aug 27, 2025 · Bank of America savings account
$193,163

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Discuss putting idle cash to work

“Victor, I see a healthy cash balance that hasn't moved in about 6 months. Is that set aside for something specific? If not, we could talk about putting some of it to work.”

A prompt for a conversation, not financial advice.

Status: Dismissed

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Tax Event
Victor Pemberton sold $180.5K of securities, about $92K in gains
1d agoNew$92K
$92K
Income Change
Victor Pemberton's Johnson & Johnson pay is up 23%
Jun 27Dismissed$17.8K
$17.8K
Net Worth Drop
Victor Pemberton's net worth is down 10% in 30 days
Dec 31Reviewed$122.5K
$122.5K

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Discuss putting idle cash to work

More for Victor Pemberton

No deposits or withdrawals since the last activity. Cash at this level could be earning more, or be part of the plan.

Discuss putting idle cash to work

More for Victor Pemberton