CB Investment Services TD Ameritrade Complaints #62-81

TD Ameritrade review: ira

Kay Knowles of Winston-Salem, US

Sep 07, 2018 8:40 am UTC

Verified customer

I am the executor of my fathers accounts. I have asked three times for someone to send me the documents my father signed 11/21/2013 with Scottrade when he opened his IRA account (#[protected]-was #[protected]) but to date no one has forwarded the documents to me. All IRA Agreements, Beneficiary Agreement, Beneficiary Designation etc...) need to be sent to Kay Knowles, 2908 Legging Lane, Raleigh NC 27615 or [protected]@nc.rr.com.

I need you to confirm receipt of this request and process the request as soon as possible.

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