Didn't get this on my report, nor do I think it got to Schwab as they cut me off = and I stayed "on line" but nothing happened
I was unable to send the following:
Tell you what, have no problem with you and schwab security, however had previosuly reaquested from schwab that i not deal with the agent in questions and yet someone must have authorized her to call email me today, dont think estate team can handle estates - sorry - have to realize that in most cases they are dealing with older, bereaved people and this agent was either incredibly poorly trainied in customer service or delights in harrassing people
That did not make it to schwab, I believe and I firmly believe that
1. I will change brokers for my accounts Monday
2. It is unncessary to open an estate, when this account is POD,
Can I PROVE it - don't have paperwork - and can't understand how they can purport to have looked at his paperwork from 30 - 40 years ago, it was transferred from Merril Lynch Pierce Fenner and Bean, I think, it's that "old" but
Rather than file an estate, if necessary I will file against schwab with the approriate agency, do the supeona duce tecum, and have my revenge
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