TD Ameritrade

TD Ameritrade Reviews & Complaints

Reviews: 1


Total views: 4405

Published: 13 June 2019

Posted by: DPO_

1) I scheduled a phone meeting, no one called. One broker (Sean Hanley) later told me that he called my phone and left a message, but there was no message, and no call in my phone log. I think he was simply lying to save face. 2) After transferring my account from UBS, only some of the positions showed a cost basis on my balance & positions page. Very sloppy. I called several times, still not resolved after two months, however they added a few more…just not all. Sloppy work. 3) The branch manager (Joseph Marone) called me because I was having issues, we spoke on the phone. We identified 3 items of concern he said he would look into. Later that afternoon, he sent me an email telling me how he took care of ONE item, and wrote “if there is anything else I can do for you, let me know.” Apparently, he forgot about the other two items of concern.

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