1 /5 Peter Withheld: As others have stated, the fees are ridiculous. $150.00, out of nowhere after 15 years, on $300.00 in assets? Which they took by selling some of my shares after doing nothing for over a decade? Whether it’s your new policy or not, it’s a jerk move.
Trying to get past their automated phone system is also impossible and half the time it hangs up on me unless I mash 0 as fast as possible.
And then they wonder why people are moving to Robinhood and DIY wealth management systems that “offer no customer service or personalized attention.”