God I hate Broadridge Shareholder services

Hermes

Dryer sheet wannabe
Joined
Dec 17, 2021
Messages
18
Anyone else had to deal with them? What a nightmare.

I had joint stock in my and my late mother's name (bad idea, don't do this to your kids). Turns out the stock had split many times over the years. It has taken me 4 years to untangle this mess and get about $3,100 out of it (not a bad sum).

They made it as painful as possible. Needed to go through all the paperwork for each account. I couldn't just submit the death certificate and forms for all of the accounts. Nope, had to be all done separately. And every step took about a month's wait in between steps. Need each account number? Fill out this form and mail it, we will mail you the account numbers in a month. Need to create an online account for each account? Great. Fill out this form and mail it to us and we'll get back to you in a month.

I realize some of this is FTC regulations, but wow was this painful.
 
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