Jennifer B.
Beware!
I will start by saying I NEVER leave a review of anything online, but this was so embarassingly bad I am taking the time to write. I am helping my elderly parents who invested with this company, and this is by far the WORST agency I have ever dealt with. Just to change their address, I had to file a form--snail mail-- THREE separate times, and multiple calls to get this done (they refused the first form because I put information for 2 accounts on the same form-- even though all the information and signatures were there, then they lost the second form I sent). Customer Service refused to even give a balance for accounts over the phone (even after 15 minutes of security questions) and insisted on sending the information via snail mail, which usually took 2 WEEKS. The website is useless and unhelpful. From reading their other reviews it seems like they do a good job of taking people's money, but aren't so helpful when you need to actually access it. I do not blame the individual agents I spoke with-- it seems like it is a system set up to be slow and unhelpful. Beware!


