Wells Fargo Advisors
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No notification process when forms rejected on review
If you want an firm with outdated methodology that relies on paper documents and instructions that are misleading if not altogether incorrect -- please select Wells Fargo. Myself, I am switching my last remaining IRA funds to firms that have invested in technology solutions that are integrated and accurate. My withdrawal was rejected by their review of the tax withholding percentage. They have no notification process, require the customer to monitor the transaction status, force the form be resubmitted to reset the withdrawal, and inform the customer that the week delay is considered a satisfactory transaction. I recommend firms that uses technology properly to provide the minimum amount in the withholding form and rapidly complete transactions. Avoid Wells Fargo as they have not been investing in technology and appear to have no interest in customer input.