Originally Posted by
esquiar
Sounds like she’s doing her job. Assuming you only have an Access Investing account and you don’t want a managed account, then you don’t have to waste her time. You can just call the Virtual Advisor number from your login and they’ll transfer you to someone who will set it up.
Professional advising can be worth the fees if you’re too risk averse to manage your own money. Last year I received a small bit of inheritance, but I kept it in cash and missed the big recovery. Lost out on a 50% gain, but I did avoid an AUM fee. If I fail to hold and buy more when the next crash comes, I’m going to hire a pro
i took your advice and just called the virtual advisor and tried to open the cashplus account that way. the advisor that was helping me said he tried to pull up my access investing account on their system so that the accounts will be automatically link instead of opening the cashplus account separately and linking it after but he could not find the account on their system so call again in about a week since i had just opened my access investing account on july 8. anyone else experience this?