I remember having a similar issue with Northern Trust. Funny how that "white glove" service goes out the window when it comes time to leave. But any type of "discount brokerage" and a transfer usually only takes a few days. When my wife left Morgan Stanley, she also found everyone suddenly not being able to do the most basic tasks to facilitate the transfer.
In my case, I was an absolute pest and they agreed to freeze any further fees on their end. They blamed the delay on an authorization letter being on the wrong desk. Sure. They were able to milk the account for a little more. It took like 2 months to simply move an account. They then refused to provide a 1099 for the year, had to recreate it myself from past statements.
In my case, I was an absolute pest and they agreed to freeze any further fees on their end. They blamed the delay on an authorization letter being on the wrong desk. Sure. They were able to milk the account for a little more. It took like 2 months to simply move an account. They then refused to provide a 1099 for the year, had to recreate it myself from past statements.
Statistics: Posted by illumination — Mon Apr 01, 2024 12:53 pm — Replies 9 — Views 431
