I have a problem w/ a fund company W. It absorbed at different times 2 other fund companies where I had accounts. When I called to inquire what funds they thought I owned, they said I had 4 funds (originally from fund A) . When I pushed them to look harder they found the 1 fund that had been recently acquired from fund B. I asked them to fix it so that a dummy could find the right answer w/o being prompted. Now when I ask the same question, they can find the 1 fund from B but not the 4 from A unless prodded. They claim that the problem is that the root problem is that 1 group has the identifying number as SSN and the other group has a TIN (it is the same number for both groups and title for both is as the same revocable living trust with me and DW as trustees).
I have no experience w/ databases but my man-on-the-street bias is that this is a trivial problem.....make them (for me) all SSNs or TINS, or since it seems unlikely that IRS would issue a number that would be both a SSN and a TIN, search for both. Yet this problem is been dragging on for 3 wks.
Am I underestimating the difficulty of this fix?
I have no experience w/ databases but my man-on-the-street bias is that this is a trivial problem.....make them (for me) all SSNs or TINS, or since it seems unlikely that IRS would issue a number that would be both a SSN and a TIN, search for both. Yet this problem is been dragging on for 3 wks.
Am I underestimating the difficulty of this fix?