Yesterday my wife transferred 7 thousand dollars from her Fidelity account to BrynMawr trust bank. The representative said it cannot be done even though she had the account number and tracking number he said it had to be a wire transfer. It ended up costing her 15 dollars which should of been free. I do not want...
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I have been jumping through hoops since november to get my dead husbands money, filling out paperwork after paperwork. I was told that my money would be in my account, today, june 1st 2021… He has been dead over a year, and still no one seems interested in getting me the money. My credit is shot because...
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I started out in early April to make numerous phone calls and secure emails regarding excessive contributions. I was given many different answers in terms of forms and return amounts. Each time it was a long hold on the phone with repeated requests. Then, they claimed they never received my ECF forms in the postal mail, so...
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I had been investing in Fidelity accounts for many years 70’s 80’s and 90’s., So when we sold our house in 1999 I took $42000 and invested $21000 in Fidelity Puritan and $21000 in Fidelity Value. Also, at that time I changed our mailing address. After that, I don’t remember seeing anything from Fidelity. I forgot about...
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I am niece of H. Raymond Hope, Account #[protected], who passed away 12/7/2016. He had funds with Fidelity for a Charitable Remainder Uni-Trust. I was my uncles, Power of Attorney and Executor of his Estate. A friend of his was the Trustee for the Trust, I have since been named Trustee of the Trust because the prior...
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Don't pay for work
Don't pay the bill, you can't talk to any of the management or the accountant. Only a specially trained girl can be found in the office or by phone, who is NOT ON THE COURSE. Something needs to be done to deprive that firm of its government order, as this is not normal.
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