Oh wow... another reason to move...
So, in late Oct got a notice that they took out $25 from my DW's IRA account as it had not been converted to brokerage... I called and said I have converted all accounts a long time ago... well, not this one..
Was told that if we converted it over we would get the fee back... tried to do online through my account as I have 'full access' to her account... well, 'full access' means something different to them than me... I could not do it...
So, called and was told I did NOT have any access to it... got her out of her sick bed and she finally gave the info they wanted (it was a struggle as she was not feeling good and did not want to be there)... and then the guy says 'Oh, I see you have full access'... well, duh..
SOOO, finally get the account transferred and waited a month to get the $25 back... well, NOOO... I missed the deadline... wait, WHAT
... They said they gave 'lots of notice' etc. and they would not refund the $25 fee for 'paper statements'... WHAT? I am talking about the fee for not converting to a brokerage account... 'OH' is the response... well, you missed that deadline also...
OK, then set the account up for edelivery... NOPE, your full access is not really full access... we need your wife... well, she is out shopping... so NOT GO on getting back the fees...
I will be moving her account out soon... I just move out a small IRA as I could not invest in a leveraged fund for whatever reason they have...
All accounts sometime next year when I can get a good cash incentive...