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I went to Fidelity, and asked their representative what Fidelity required regarding an estate issue. I remember the look of panic on his face. He gave me the phone number for division handling inheritad assets. The answers weren't what I wanted, but they were able to immediately and competently answer my questions.
If anything, Schwab is worse. Their local office people can't do anything either. Any transfers from an estate account have to be cleared through their office in Orlando. (I SWEAR I was talking to people wearing Mickey Mouse ears, at all times.)

It's times like that, when a full-service broker seems more capable of doing things, but the commissions they charge lose their attactiveness most days, unfortunately.

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