Schwab
Estate Team Agent Contacted Me Against My Request About Account

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 previously 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 trained in customer service or delights in harassing 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 unnecessary 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 appropriate agency, do the supeona duce tecum, and have my revenge

Company: Schwab
Country: USA
Site: charlesschwab.com

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