ETrade Beneficiaries and Service Issues anyone else?

[Lstansbury]

Hi there! I'm on a 60 minute chat bot hold with E Trade. This is the second time I've tried to get through to a CSR on chat. After 3 secure email messages with a question about beneficiary naming. Their responses to my simple email question made absolutely no sense. One was just a bot generated response.

So two questions:
1. anyone else here having service issues with E Trade? (;Cause I'm thinking I need to switch)
2. anyone else having trouble naming beneficiaries to their stock account at E Trade? It seems I am unable to, even though they keep sending me alerts "you don't have a named beneficiary!" --

Thanks!

 

[Montecfo]

Hi there! I'm on a 60 minute chat bot hold with E Trade. This is the second time I've tried to get through to a CSR on chat. After 3 secure email messages with a question about beneficiary naming. Their responses to my simple email question made absolutely no sense. One was just a bot generated response.

So two questions:
1. anyone else here having service issues with E Trade? (;Cause I'm thinking I need to switch)
2. anyone else having trouble naming beneficiaries to their stock account at E Trade? It seems I am unable to, even though they keep sending me alerts "you don't have a named beneficiary!" --

Thanks!

I found it to be very smooth. You do a form for taxable accounts. For IRAs it is all electronic.

What trouble are you having?

 

[Lstansbury]

Hi Montecfo -- I am getting a message that my account isn't eligible for naming a beneficiary. So the interface for adding one is greyed out.

 

[Lstansbury]

Update: with E Trade and Service

Chat bot sent me a beneficiary form to fill out. So the problem isn't solved via their online portal, but at least I got the paperwork.

Now the question is still about ETrade and Service. Sounds like at least one person has great service experience. It might just be me running into an odd issue. Anyone else with E Trade who Loves/Hates it?

My mom's estate left me with a few stocks and I'm pretty much a newbie at this individual stock account deal. All other stocks have been in 401Ks at Vanguard or employer 401K service providers.

Thanks!