Autos Baby Books Computers Education Electronics Finance Health Home & Garden Local Places Movies Pets Travel Web Sites more…

Wachovia Roth IRA

Wachovia Roth IRA Review



Overall 3.00 of 5 view all 4 reviews




BAIT & SWITCH
1 star rating

Hopeful
Cons
    BAIT & SWITCH

NOV
22
2007

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...

I_thumb_down Wachovia Roth IRA is not recommended by sierrafla


3
helpful
votes
Did you find this review helpful?
Review inappropriate? Copyright violation?




I_comment_shdw24 Comments about sierrafla’s Review



sunnyflaj wrote on Jan 3, 2008 at 1:33PM


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.