Recently, I have been having problems with my stockbroker for the last 25 years. My guess is they only want large accounts right now. Her inaccurate assistant will no longer give me any information about my account, which is not only rude, but it could be illegal.
I will write to the manager and the compliance officer about what is happening to protect myself. My plan will be to move the account when I have the needed information.
My feeling is that in today's world loyalty in banking does not exist, and the customer is not appreciated. Business can be tough!
Fancy Nancy Will Document Problems at Merrill Lynch. They are missing the boat!
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