I am very disheartened and borderline panicking reading all of these reviews as I am getting the same runaround everyone else seems to get. My father passed away in 2022 and I’m still trying to get control of his accounts. Before he passed away, we placed his exelon shares in a revocable trust. in April 2022 exelon spun off constellation and issued shares in proportion to exelon shares owned ….which they did not place within the trust account. When I filled out the request for a “full share summary report” and had to wait three weeks to receive the information in writing, they only disclosed the constellation shares (outside of the revocable trust) and said that he had zero shares in exelon. Because of this error, I may have to go through probate to get the constellation shares as they are valued outside the threshold for the small estate affidavit in Illinois. I sent them a letter on April 7 of course overnighted with signature and I am still waiting to get a response. And then they say that it can take up to 20 days after they receive the stock power transfer form. This feels like such a scam where you get so frustrated that you give up and then they just keep the stocks. I am not gonna trust them to sell the shares. I’m just transferring them to a different brokerage account. I just don’t even know how they are conducting business like this with no consequences.
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