Does Fidelity have an office she could go to with you? Seems that is her best option.
I saw your post about Ally but they are online. I had a problem with them as soon as I opened an account. It was about fraud. They locked me out of my account. I had to scan three forms of ID to their fraud dept and wait three days before I could access my money. I transferred my money out as soon As I could and closed my account. Bogleheads recommend them but I wouldn't. I haven't read all you post but I am the full agent of my mom's account at Vanguard and we have had zero problems in about twenty years. She doesn't have a computer or smartphone and doesn't interact with Vanguard. I do all that for her.
I saw your post about Ally but they are online. I had a problem with them as soon as I opened an account. It was about fraud. They locked me out of my account. I had to scan three forms of ID to their fraud dept and wait three days before I could access my money. I transferred my money out as soon As I could and closed my account. Bogleheads recommend them but I wouldn't. I haven't read all you post but I am the full agent of my mom's account at Vanguard and we have had zero problems in about twenty years. She doesn't have a computer or smartphone and doesn't interact with Vanguard. I do all that for her.
Statistics: Posted by gotoparks — Fri Dec 15, 2023 11:35 pm — Replies 6 — Views 566