Though about 90% of my financial transactions go smoothly, some of the remainder make my jaw drop. For example, some time ago a Big Name Full Service broker managed to put the wrong tax ID on my account. When I called to make some transactions, I reported the error and he promised it would be corrected. It wasn't. I called a few more times, but he was never available and never returned my call. I wrote multiple times, but my letters were ignored too. I contacted the home office, who claimed they could do nothing, that only the branch could fix it (!).
With some effort I managed to transfer the account elsewhere and they promptly fixed the error. Don't you know the next day Mr. Big Name Full Service broker calls.
With some effort I managed to transfer the account elsewhere and they promptly fixed the error. Don't you know the next day Mr. Big Name Full Service broker calls.