Porting with new sim and upgrades/referral bonuses?

Has anyone ported their number over by activating a new sim and cancelling their current one? Can you confirm what happens to your upgrades and referral bonuses? I was on chat and the csr said that you can only apply upgrades and referral bonuses to the first sim you activated. So there is no way to port in after the fact and keep your upgrades and referral bonuses.

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