Closing Roth IRA
With my Roth IRA, the process to close the acct was supposed to be straight forward. I contact the Entrust group to close the account, pay any fees, they contact HAA to liquidate the precious metal assets, then fund get wired to Entrust Group and Entrust sends the funds to my financial institution holding my Roth IRA. Unfortunately Entrust did not send the funds to my financial institution because they misplaced the record of my payment for the account closing fee. I had to call them asking what was holding things up to hear that I had not paid the account closing fee. I gave them the date my credit card was charged for the transaction and asked that they double check after 5 minutes I was told the paperwork was misplaced, which in the days of digital documentation is a line of crap. Someone did not bother to read the account file. This delayed completion of the transaction from 2 weeks to 4 weeks.
I know Entrust is not HAA but to your customers the organizations that you partner with do represent you. If you get more reviews about Entrust record keeping you may want to find a new organization to handle the IRA side of your business.
Other than that, I have been very satisfied with HAA.
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