Johnny F.

I arranged a transfer of assets from my ESPP holdings to a charity on November 15th, 2023. In December 2023, I contact customer service TWICE to ask if this transfer was going to make it within the end of the year. I was assured that it would. In January 2024, the transfer still had not completed, and I contacted customer service again to ask what the status was and they again assured me that this transfer would be completed and would indeed be backdated. Now, Feb 2024, I had to contact customer service once again to ask why this has not yet completed and they admitted that they dropped the ball on this and could not back date it since it was too late.

Absolutely ridiculous service. Absolutely ridiculous. Even after half a dozen phone calls to customer service who promised and assured me this would be completed in a timely manner, it did not. This is no way to operate a brokerage let alone a financial institution.