I'd give 0 stars if it was an option. I have called approx 10 times trying to get a name added as a beneficiary and it's been over 2 months of filling out the same paperwork. THE SAME PAPERWORK. NOW they are saying I need to refill out the entire thing and send it in AGAIN!!!!!!!!!!!!!! And on top of that, they had another person's paperwork attached to his account, so, there's also that! Oh, and when it says date- just FYI, it means DOB, when it says a section is "optional" it really doesn't mean it's optional. Cut out a kidney, a lung, a toe, whatever you think you can spare just to get anything done with these guys, and pray that's even enough! I DO NOT RECOMMEND! -- waiting for a call back from a manager to try to get this straightened out
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Investment management firm specializing in helping financial advisors with affluent and high-net-worth investors.