Awaiting information on portion of IRA account from deceased mother transferred to my h...

GetHuman2151113's customer service issue with National Financial Services LLC from February 2019

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The issue in GetHuman2151113's own words
Awaiting information on portion of IRA account from deceased mother transferred to my husband through Reason Financial (*st Global Capital Corp.) Received correspondence from National Financial Services LLC that the retirement account had been accepted, with a partial account * on the correspondence. Where is the check for the mandatory distribution? Where is the follow up correspondence from you after *********? Reason Financial did not have any information for us. Since they had all of the necessary paperwork by ******, what is the holdup on these transactions? We need answers asap.
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National Financial Services LLC

Customer service issue
Reported by GetHuman2151113
Feb 7th, 2019 - 4 mons ago
I have an issue with National Financial Services LLC too
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Seen by 6 customers so far
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GetHuman2151113 started working on this issue
Feb 7th 12:05am