Wells Fargo
Elderly Mother Cannot Get IRA Statements or Tax Documents From Branches
- 03-24-2009
- 11
My mother and father had 6 IRAs in Wells Fargo. My father died and mother rolled them into her name then she had 6. For the last couple of years, no statements have been sent to her and when she requests the information they say they do not have access to that information. We rolled some of it out into another bank in 2007 and some in 2008. She lost her 1099 for 2008 and asked for another and they could not access that information... What's up with that. She now has a balance of 26 cents in her savings account, they do send her a statement every month for that. I think it helps postal department. Mom will never put her money there.
Company: Wells Fargo
Country: USA
State: Utah
City: Ogden