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Complaint Details
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Initial Complaint
02/10/2023
- Complaint Type:
- Service or Repair Issues
- Status:
- Answered
I personally had an issue where there was a discrepancy between my W2 and their statement which ended up costing me time and money to correct. I then thought I was done with them after finishing at my employer, but they weren't done with me. I ordered a rollover check (the only option on their website) to my advisor. It was "lost" in the mail - the options you are then given:1) Wait 6 months for the check to expire, 2) Pay them $65 to re-issue the check. or 3) After complaining - a Money Transfer was offered, but I still need to pay $65 Problem: They don't even have tracking numbers for the checks they send out. Just good old **** for checks with three years of 401K maxed out contributions + gains. There is no option for *************** I offered to pay extra for that, and make sure my second check wasn't lost. Not possible. Just "trust us, we sent it - sorry you didn't get it, you can pay $65". I understand things happen and go missing, but I've never paid Amazon for something they didn't deliver - but that's not how these folks work. A wall of frustration, all after paying them $124 every three months as an "advisor fee" for maintaining my simple set of 3 funds. They never advise, just take money.Business response
03/09/2023
Business response attached.
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Contact Information
44 Montgomery St Ste 300
San Francisco, CA 94104-4624
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Get a QuoteCustomer Complaints Summary
11 total complaints in the last 3 years.
10 complaints closed in the last 12 months.