Avoid this company! Horrible customer support!
By far, some of the worst customer support I have ever worked with. I would avoid this company like the plague. The customer support will just lie about their first names and will even admit as much when called out. They claim to escalate to a manager, which for some reason takes a minimum of 2 hours and requires a call back - I've asked for that twice now and I never got a call back. All I want to do is transfer my funds from their company to my preferred institution. Apparently this requires an online account and they tell you to do it yourself. Working with support the first time, the person had me create a new account altogether, and to make it worse, my account was not linked to my current/actual IRA account with them. He then fought back and forth claiming he can't find my accounts. After over an hour, he founds the accounts, but they failed to get my account properly activated and then told me to try again after 24 hours - so he just gave up! The next two phone calls to two different reps, have you repeat the same steps, over and over again providing the same information multiple times. All of which has been of no help and they still have my money!!!