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![]() "Jim" wrote: I had the same type of problem with my mutual fund account. I had several accounts that didn't have my name exactly the same. Some used my middle initial, some my first initial and middle name, some with a III at the end... but ALL under the same SS#, joint tenant with the same wife, with the same SS#, and all at the same address where we receive 1099's and statements for all accounts. I couldn't log in because they said I wasn't me. It took me 2 months and about a dozen phone calls. That is a *good* thing, I'd say. Would you have felt secure if it had been easy? -- Dan C-172RG at BFM |
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It would have been a good thing it it was the initial setup. This happened
out of the blue after each account was several years old and I hadn't had any other problems. The part that made me furious was that they weren't knowledgeable enough to realize that they sent 1099's to me on each account, with the same SS#, so I must be the same person. They actually told me that I DIDN"T get 1099's until I told them I was looking at them and could fax them to them. They believed their computer to the point of admitting that they were stupid. Jim |
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