Complaint / review text:
I am the court appointed conservator for my husband who suffers from early onset Alzheimer's disease. He had to retire early from his career as a commercial airline pilot. Schwab manages an employee 401K for the airline retirees. Even with court documents, they will not let me withdraw funds to pay for his care. I have been given the runaround for months. I need these funds to pay for his medical care. Unlike Vanguard, you are not appointed a contact person. So every time I call for an update on the process, I get a different bimbo. Every time, I have to give a tutorial on Conservatorships before we can take the next step. I have been advised to sue for damages and emotional distress. I think they are guilty of theft and fraud. I am exhausted and now forced to pay my attorney to take on the fight for what is my husband's money. Schwab's business model - Maliciously keeping their contact people poorly trained to create a wall so they can keep their customer's money. Shame on you, Schwab!!