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Old 01-09-2019, 12:17 AM   #61
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Originally Posted by jazz4cash View Post
Are you willing to share which bank this is? I would like to avoid using it.

I opened a regional brokerage account and realized afterwards that they never offered to establish a beneficiary for the account. It was like pulling teeth to get it done and left a bad taste in my mouth. I moved the funds to Fido after a year or so due to this and some other concerns. Now I can't figure out if I have any beneficiaries for my Bank of America account. No info on thier website. Fido and Vanguard send reminders constantly about verifying beneficiary info.
I HATE when banks do this.
One reason I really like Ally bank is you can add/remove beneficiaries online and see them any time.
They treat any CD as a separate account so you have to add them for each CD, but it's just a matter of check boxes as they list the possible ones you already have. So easy.

I have phoned banks to ask and make sure my beneficiary is correct at times.
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Old 01-09-2019, 05:59 AM   #62
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Quote:
Originally Posted by jazz4cash View Post
Are you willing to share which bank this is? I would like to avoid using it.

I opened a regional brokerage account and realized afterwards that they never offered to establish a beneficiary for the account. It was like pulling teeth to get it done and left a bad taste in my mouth. I moved the funds to Fido after a year or so due to this and some other concerns. Now I can't figure out if I have any beneficiaries for my Bank of America account. No info on thier website. Fido and Vanguard send reminders constantly about verifying beneficiary info.



Yes. It is Capital One. I know Discover Bank does allow beneficiaries. I really should move my money there but it is such a hassle as I have multiple accounts.



What is Fido? A bank?
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Anyone Know Banks That Don't Require SSNs for POD's?
Old 01-09-2019, 07:10 PM   #63
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Anyone Know Banks That Don't Require SSNs for POD's?

Thanks
Fido is Fidelity. Sorry!
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