Madeline J.
1 month and counting to complete 401k rollover
It has been a month since I first tried to initiate a 401k rollover from my old employer's 401k plan into my new employer's plan. I've called 3 times and each time done what they've told me to do to complete the rollover. This will be my third time sending them the W-9 form in a slightly different way after the prior two attempts didn't satisfy their requirements. I can't do anything on their online portal and just keep getting vague emails saying I need to call them during business hours because they need more information to finish the rollover. I would not recommend Charles Schwab and I will never be opening other accounts with them.



