My experience with *** is only because they managed my mothers finances and seemed to do well by her. No complaints there. When my mom passed, there was the paperwork to file, which I understand, and wanted the estate funds deposited into my account. Part of this process was for me to open an *** account , even though the funds were to be deposited into my checking account. The funds went into my *** account and not into my checking and as a result lost money almost immediately. The financial advisor assigned to my account was seriously lacking in service and clarity of information. I finally was able to transfer the funds out, but not before funds continued to diminish. Very poor form on my end. But my mom seemed to be taken care of.
My experience with *** is only because they managed my mothers finances and seemed to do well by her. No complaints there. When my mom passed, there was the paperwork to file, which I understand, and wanted the estate funds deposited into my account. Part of this process was for me to open an *** account , even though the funds were to be deposited into my checking account. The funds went into my *** account and not into my checking and as a result lost money almost immediately. The financial advisor assigned to my account was seriously lacking in service and clarity of information. I finally was able to transfer the funds out, but not before funds continued to diminish. Very poor form on my end. But my mom seemed to be taken care of.