I was happily using @Betterment for a few years to do some basic investment, but back in *March*, I decided to transfer out in full to another firm. Betterment STILL HAS NOT RELEASED most of my funds. Do not use them! How this is acceptable under any circumstances I have no idea.
Hi Mike - Thanks for reaching out. Our records show that your IRA transfer completed in July, so your funds should be safe at your new institution. If you have any additional questions, please DM us or email support@betterment.com.
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No. To be clear: there were TWO transfer requests and you have only completed the one. My new firm has been in touch with you weekly, or even multiple times a week, and the funds were to arrive 7/31 and they didn’t.
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Hi Mike - Thank you for following up and confirming. We found your past correspondences with our Operations team, and will reach out to you via email shortly to help you complete your transfer.
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