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URL:  http://boards.fool.com/what-kind-of-questions-would-require-a-trip-to-an-30905706.aspx

Subject:  Re: Roth IRA acct and safekeeping fees Date:  10/3/2013  11:36 PM
Author:  Rayvt Number:  73398 of 75633

What kind of questions would require a trip to an office? What questions/answers can't be done by phone?

At once time I had an account with Scottrade, and there was an office 5 minutes from my work. I could drop things off there, signed forms & so on, but all they did was put them in the mail to the back-office.

I once wanted to make a withdrawal from my account, so I stopped in. They took my signed form and said that in 3-5 days I'd get a check in the mail, or I could come in -- in 3-5 days -- and they'd hand it to me.

So, basically, a visit was no better than a phone call and US mail.
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