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No. of Recommendations: 2
I'd pursue this with them, maybe a little louder. They don't have to move any money, which they would have if you tried it in December. In that case, you would have to withdraw the money, plus earnings. Here, they just have to change the description on the transaction.

While my earlier reply is correct as to the letter of the law, Bill is correct here that with a little "squeaky wheel" behavior, you should be able to get your broker to treat this as an administrative error.

Keep working your way up the chain of command until you get the answer you want. As a last resort, consider moving your account(s) elsewhere.

Ira
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