Wachovia Roth IRA Review

Overall 2.80 of 5 view all 5 reviews

sierrafla
Saint Petersburg, FL

BAIT & SWITCH

Hopeful

Cons

BAIT & SWITCH

NOV

2007

Wachovia Roth IRA —

Opened acct. w/IRA contributions for 2 years. (*Dec/Jan)

Promoted as "NO FEE" acct.

Within a few months, notified that all accts. w/less than $50K, would be $75/year fee.

BAIT & SWITCH SCAM.

When trying (in vain) to open/fund a brokerage acct. there, they "lost" my in-depth enrollment/risk tolerance forms twice! Once, they were "found" in an associates' desk drawer!

I'd recommend NOT doing brokerage/IRA business here.

While it's an "OK" neighborhood bank, I'll stick with Fidelity for other business...

Wachovia Roth IRA is not recommended by sierrafla

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Comments about sierrafla’s Review

Had the same problem with Wachovia and their "no fee" IRA. I even wrote a letter of complaint . They just dont care unless you are a big investor.
Switched over to Fidelity for a real no fee IRA.