I concur with what MM said. Trying to get estate money OUT of Charter Trust has been one road…read moreblock and excuse after another this year. For a while I wondered if the entire company was going under, and they were trying to hoard as many assets as they could to keep regulators at bay. Still not convinced I'm wrong.

When I closed out an IRA with Pacific Life, I got my money in two days. It took Charter Trust…read morealmost two months to cough up the money in one of their Roth IRA accounts. The big stall and pulling teeth; getting your money out of Charter Trust is a full time job. They are experts at chatting up clients and killing time, just don't ask for your money. What an anachronism!