3 ms·
I had a real PITA with medallion signature a while back. The local branch couldn't do it and, in spite of providing all my documents, the central location also
by ghaff 2mo ago
I had a real PITA with medallion signature a while back. The local branch couldn't do it and, in spite of providing all my documents, the central location also couldn't do it for some reason. Ended up having to drive 45 minutes to my brokerage and they handled in about 5 minutes (was a stock transfer) but it was a real nuisance. It seemed like a bunch of things were suddenly much easier during COVID but they seem to have mostly reverted.
I got some I bonds from Treasury Direct when interest rates were going crazy. It's not a lot in the scheme of things. I should clear them out and consolidate as I've done with other investments.