Gunny,
I get your frustration with the arbitrariness of the questions they use to fulfill the "know your customer" regulations.
I pretty much give them arbitrary answers to those questions. The answers are pretty irrelevant, especially if someone learns a lot later, and completely changes their outlook on investing.
I guess it's a matter of knowing which battles to fight. [I fight with my arbitrary answers.]
I can also understand your frustration with the unprofessional form you were sent.
But if you want the Roth IRA funds you are entitled to, just jump through their hoops, now that you know there are some government regulations motivating their questions.![:sharebeer]( "celebrate")
I get your frustration with the arbitrariness of the questions they use to fulfill the "know your customer" regulations.
I pretty much give them arbitrary answers to those questions. The answers are pretty irrelevant, especially if someone learns a lot later, and completely changes their outlook on investing.
I guess it's a matter of knowing which battles to fight. [I fight with my arbitrary answers.]
I can also understand your frustration with the unprofessional form you were sent.
But if you want the Roth IRA funds you are entitled to, just jump through their hoops, now that you know there are some government regulations motivating their questions.
Statistics: Posted by mariezzz — Thu Mar 28, 2024 11:24 pm — Replies 50 — Views 1787
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