Heritage is all mixed up - $60,000.00 in ANA purchases, nobody knows when it will ship, higher fees
Bought almost $60k at Heritage ANA, overnighted the check, confirmed cleared 8/22/2018 and I called Monday asking if there was a date they might ship on. Long hold, no word yet, pls call back later. Waited until Friday, called again nobody could come up with a date it will ship. Sent an email to Mincho reminding him of our almost 20 years of perfect transactions and that someday I will sell, so get motivated. I also mentioned that their fees have STEADILY increased and service should be commensurate with such fees.
Responded with "I feel your pain", yet nothing to address my polite request of a estimated shipping date, leaving my money in the wind.
If I buy $60k worth of stock, my broker can tell me exactly when it will clear and he does not play cavalier games with me having to chase this down, he calls me. This lack of transparency at Heritage is different than before and I must really question about their increasing fees matching such service as it is today.