I am beyond frustrated with this…
I am beyond frustrated with this company. I initially joined because it was a minimal annual charge. They tripled that charge this year. I had to close the account. Since I am under 55 (59) I had to either pay $100 to transfer the money "officially" or take the tax hit. The most frustrating part is that I went back and forth with customer support for over a week before actually settling things. They don't do rollovers nor "give tax advice" and at least half of the people I interacted with had no idea what to do with an IRA account. Be warned! This is not a casual use platform. Don't use it for a retirement account unless you can invest enough to cover the $100 fee to transfer money out when they do a rediculous increase in fees again.