Some flavor of an asset manager is being real slow allowing access to funds. Everything else TOD/POD has been paid out. This financial pro has provided two times for when email paperwork for docusigning opening accounts in order to transfer funds from deceased, both of those time frames have now come and gone. This same advisor has two complaints on file. We think they compensated based upon percent of assets.
How long can the finance guy string us along?
Are we able to do anything to control this such as going to the firm that handles trades?
We worry about what is going on with the money, if it is even there...
How long can the finance guy string us along?
Are we able to do anything to control this such as going to the firm that handles trades?
We worry about what is going on with the money, if it is even there...
Statistics: Posted by 4nursebee — Tue Mar 12, 2024 6:55 am — Replies 10 — Views 398