Charles Schwab
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Frustrating customer service …
I spent what seemed like hours yesterday trying to transfer a rollover IRA to another firm and it was extremely frustrating. I am not a banking person but I wanted to wire and or transfer the IRA so it would get to the new firm as quickly as possible. I finally had to talk to the receiving firm and they explained to me what I needed to do. Then, today I received an email from the transferring firm saying it didn’t go through. I called them and after waiting in the queue for maybe five minutes rep answered and I explained the situation. I felt the frustration rising in me as the rep was reviewing the email and trying to figure out what was going on. I can’t see what he is looking at and feeling all that rage I felt the previous day rising up in me I thanked him and said I would go down to the local branch and talk with them. UGH!