Needed to get a medallion signature guarantee, so headed off to our bank where we had received a signature before, many years ago however.
The bank tells me we no longer provide that service, the bank is Wells Fargo, so now what. I call around, look at a few web pages and the norm seems to be if you need a signature you need an account that has been open for atleast a year or in some cases more than a year, what a PIA.
Vanguard was requiring the signature, as we all know they have no local offices. Been wanting to try Fidelity so thought this is as good as time as any, we meet in person, did the paper work and they did not require the signature but they could have done if needed.
Not sure where I'm going with this but it's definitely not as easy as it once was. I'm temped to switch banks to start the clock just in case, on the other hand hopefully will never need a signature again.
The bank tells me we no longer provide that service, the bank is Wells Fargo, so now what. I call around, look at a few web pages and the norm seems to be if you need a signature you need an account that has been open for atleast a year or in some cases more than a year, what a PIA.
Vanguard was requiring the signature, as we all know they have no local offices. Been wanting to try Fidelity so thought this is as good as time as any, we meet in person, did the paper work and they did not require the signature but they could have done if needed.
Not sure where I'm going with this but it's definitely not as easy as it once was. I'm temped to switch banks to start the clock just in case, on the other hand hopefully will never need a signature again.