IRAs
I don't think I've ever been so pissed and frustrated in my life. I think I've been stuck with the flightiest account manager ever.
So, back in January, my company cancelled their 401(k), so I went to BECU to roll over into a Roth IRA, and also to start investing in a normal IRA.
I had my first appointment in February. And, then processed the paperwork as fast as I could (which was 1 business day).
I thought the check was going straight from the 401(k) to the IRA company (BlackRock), but instead it took 3 weeks before the check finally came to me. The account dude didn't tell me it would take this long, and so I sent it off middle of March to BlackRock, or two weeks ago Wednesday.
In the meantime, he's been telling me something about a minimum investment, maybe, he doesn't know, he'll check in on it. For months. So, I've been putting money into a separate savings account in order for it to be taken out of the savings account (as well as saving some extra money in there).
So, finally, last week, I started to lose my cool. When i made the call to check where I'm supposed to send my check, he told me he'd e-mail me the address. He didn't. Then, I called him during my lunch hour, and he tried to get me to wait while he got it so I could write it down. Instead, I had him e-mail me, and it took 4 hours for him to get around to that.
Then, a week after I sent it out, he didn't respond with an account number or ID. So, I e-mailed him with no response. So, I called him and he said he'd be out for a week with surgery, and I should call this other person.
This other person has been nice and receptive. but, my guy...so flaky. WORST ACCOUNT MANAGER EVER.
The worst part is that I now don't know where my check is because it isn't in my account yet!
GAH!
SO PISSED.
So, back in January, my company cancelled their 401(k), so I went to BECU to roll over into a Roth IRA, and also to start investing in a normal IRA.
I had my first appointment in February. And, then processed the paperwork as fast as I could (which was 1 business day).
I thought the check was going straight from the 401(k) to the IRA company (BlackRock), but instead it took 3 weeks before the check finally came to me. The account dude didn't tell me it would take this long, and so I sent it off middle of March to BlackRock, or two weeks ago Wednesday.
In the meantime, he's been telling me something about a minimum investment, maybe, he doesn't know, he'll check in on it. For months. So, I've been putting money into a separate savings account in order for it to be taken out of the savings account (as well as saving some extra money in there).
So, finally, last week, I started to lose my cool. When i made the call to check where I'm supposed to send my check, he told me he'd e-mail me the address. He didn't. Then, I called him during my lunch hour, and he tried to get me to wait while he got it so I could write it down. Instead, I had him e-mail me, and it took 4 hours for him to get around to that.
Then, a week after I sent it out, he didn't respond with an account number or ID. So, I e-mailed him with no response. So, I called him and he said he'd be out for a week with surgery, and I should call this other person.
This other person has been nice and receptive. but, my guy...so flaky. WORST ACCOUNT MANAGER EVER.
The worst part is that I now don't know where my check is because it isn't in my account yet!
GAH!
SO PISSED.