C

Chris Clare

3 years ago

This company.....man, I would rather deal with the...

This company.....man, I would rather deal with the devil. Took forever to get the forms to transfer stock from Mom(deceased)to me(Personal Representative). Got the forms and got all the paperwork signed including both notary signatures and medallion signatures, filled out all the forms and sent all in including death certificate in their envelope....and guess what, they claimed they never received it. Trying to get anyone to respond by phone(on hold for ever..finally hung up)or e mail(not helpful and slow)was equally frustrating. So, now I will start the process all over again. Wondering if anyone else has had a similar experience?

Well I did start the process again....and the person I got made it happen...finally...got the forms...sent everything back(medallion signatures AND notarized signatures too!) and got the stock transferred
into my name.

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