irafinancial.com

4.5
4.5 Based on 201 reviews

...

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I called in and needed help with an IRA contribution issue..

I called in and needed help with an IRA deposit and capital one account login. Morgan Appeldorn was my service agent and did an outstanding job of explaining the issue and helping me resolve it really quickly. Thanks to her I was able to make my IRA contribution before the IRS deadline.

5
Date of experience: Apr 13, 2026

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