The representatives and financial advisors seem poorly trained. Whenever my husband or I call, we receive inconsistent information on basic transactions. I have no finance background but can offer better solutions than these staff members. Additionally, the company made a significant error, and after weeks of calls, we are still trying to resolve it. It's shocking how they manage their business. They attempted to place blame on us for their mistake, but we have documentation to prove otherwise. Anyone dealing with this service should keep thorough records, as the staff often deflects blame onto the customer. My husband has spent countless hours on the phone with various employees. I strongly advise against using this service, as our experience has been extremely frustrating.
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