Sue O.
It takes forever to get to a customer…
It takes forever to get to a customer service rep. Website is very confusing and not entirely useful. We recently had to change bank accounts for direct deposit for both IRA distributions and a pension. They are handled by separate divisions of the company , necessitating two separate calls (and endless wait time) and two different processes to make the change. When a pension deposit still went to the wrong account after multiple conversations with reps, the last one asked if I had “sent in the form.”. First time anyone ever mentioned it! I really lost it at that point. And the form was not available on the web site - you had to call and ask for it! I think I was dealing with a kid in his first week or so on the job, judging from the loooong holds, but at least he got that right.



