- Not only will Ing not give up my money, Fidelity is sucking too. They ignored the checked box instructing them to make all accounts the same as the first account on our initial forms and put half our stuff into cash reserves. They also didn’t believe DH’s account roll over had vested so a good 30K has been sitting in cash reserves as they couldn’t move it to stocks (even though it was in stocks with Ing). And I can’t find an automatic annual re-balance feature.
- Update: I fixed the above with Fidelity (except the auto-rebalancing), but still annoying. Why do you have to fill out all those forms if they’re just going to ignore them?
- The Ing guy came by my office and finished half of a sentence in which he was wondering why I’d gone with Ing in the first place (since I seemed to be not entirely clueless). I told him I was pregnant and busy and he provided a service, but now I have more time. I also complained that they still haven’t transferred my account but he did not offer to help with that.
- #2 wishes she made as much money as #1.
- Quarterly dividends rock my world. (I said that already though)
- Everyday tips feels our pain. Free trials are eeeeevil.
- Those of you on something other than a Jan-start financial schedule, have you requested your FSA reimbursements yet? More than $2K reimbursement for daycare was just sitting in my account… Another almost 3K to go…
- Employer discounts are pretty awesome. I sure wish our employer listed them somewhere so we didn’t have to ask.
- Another reason to prefer index funds: trying to figure out cost-basis information. There’s a reason we haven’t sold our single share of AOL, or our multiple shares of the two Time Warner companies that used to be AOL. What a hassle. Yay for new legislation on providers to keep cost-basis info. Boo for it happening too late to help me!
Have you had any frustrating or joyful money experiences recently?