When I wanted to move my IRA funds from Chase Bank to another institution, the first banker with whom I had an appointment to do so stood me uo. Another Chase personal banker offered to help. Instead of a transfer bank to bank, she asked their IRA investment dept. to close the account and send me a check. No one evdr mentioned that one can do only one rollover every 2 months. The second bank caught the mistake and called the Chase personal banker to verify whether the transaction done 3 months earlier had indeed been a rollover.
The Chase banker lied and said she was sure the 1st transaction had been a transfer, not a rollover. So a new IRA was opened that should never have been. The financial damage to me is close to 6.000 dollars in taxes for 2011. Where can one turn to sue Chase for monetary compensation?
I was rudely treated by the manager of the chase bank. The Ass’t Manager gave me her business card and wrote on the back side as being the person I would have to speak to. She said that she did not know his phone number. I have called the chase bank every working day since thaen for that phone number. No one has returned any one of my calls. Now I think I am being stonewalled. I don’t understand this rude treatment!
I have an account whith Chase already… I try to open another acount with them with the exact same info. I had all my info except one form of I’d that showed my very last name. that last name was not on my CA I’d.,but I had brought my passport the first time for my first account..just because I didn’t have my passport.this banker told me straight up that he could not open me another account because I did not have my passport..what the F. he was a rude asswhole with no custumer service. Even the bank manager was rude. I call custumer service online and the open me an account quickly and I handed the phone to the manager for her to print the form. I was pist I did all the work that they should have done for me.
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