UnThreaded | Threaded | Whole Thread (11) | Ignore Thread Prev | Next
Author: FoolishMicheal Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 79733  
Subject: Re: Roth IRA questions (2 of em) Date: 10/1/2004 7:22 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0

You know, I thought that was the case. I asked the people at Scottrade if there were forms I had to fill out to have the right to handle my wife's Roth account, and they looked at me like I was from another planet. They said that soon as it was online, I could just use the online account to manage everything. I said I wanted to be able to handle all the details of the account, and they said I already could, since I could just access the account online.

IndecisiveFool is correct, you must have those forms on file if you ever have to talk to someone about your wife's account. Not everything can be resolved online. You might consider giving your wife access to your account as well.

There was a problem with my wife's RIRA that had to be settled by phone. Without the signed authorization that I sent with the initial package, the representative would not have talked to me.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (11) | Ignore Thread Prev | Next


The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Macro Economics

Looking at Oil and Gas
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.