https://archive.ph/xeMtb#selection-4849.0-4849.190
Alarmed, she quickly logged in, “only to find that all of my accounts had disappeared and my balance showed zero dollars.”
It seemed that Fidelity had eliminated all traces of her longstanding financial relationship with it,
Her online statements and tax documents had also vanished, so she couldn’t immediately find any of her account numbers, she said.
Now in full panic mode, she called Fidelity on her way into her clinic; it told her that she didn’t have any accounts there.
“Are you sure you shouldn’t be calling Schwab?” Ms. Gruntmane recalled one representative saying, referring to Charles Schwab. “Are you sure it’s with us?”
Even if her account was closed or deleted, the reps told her, they could usually see that. They also refused to connect her with the fraud department, Ms. Gruntmane recalled, for the same reason — if there wasn’t any trace of her accounts, how could there be a fraud?
((the emails she got indicated she had a profile there, 'splain that rep - see OP -progree))
((anyway, they finally pulled it all together and restored it all -progree))
. . . From here on in, she said, she’s going to be sure to keep physical evidence of her accounts and balances in a secure place. Her tale serves as a reminder that we all should adopt that habit.
Don't they have something called, I forget, some fancy tech term, umm, BACKUPS, that's the word I was searching for!
Although I don't adhere perfectly to the schedule, I check my Vanguard account, weekly, which links to my other brokerage accounts, so I can check them all. I compare the number of shares from what I recorded previously.
I check my bank account and credit card accounts every 3 days (another schedule I don't adhere to perfectly).
I save the year end statement and a few others of all accounts yearly (I should increase that frequency).
Yes, I have an account at Fidelity, sigh.
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