Wells Fargo Advisors / brokerage account

2744 Peachtree Rd, Atlanta, GA, United States

Our Preschool has a corporate brokerage account for stock donations with Wells Fargo. The individuals who established the account are no longer working at the School nor can they be reached to close or transfer the account. After multiple inquiries and attempts to ask Wells Fargo how we can gain access to this corporate account, they have been unable to help us and have gone so far as to restrict the account. In my opinion, this is equivalent to theft as the funds/securities do not belong to Wells Fargo and not allowing the School to gain access to the account is THEFT.

Dec 11, 2015

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