I decided to transfer my accounts out of Edward Jones and was told there was a 95.oo transfer fee but then got charged for my annual fee which isn't due until April and July (have 3 accounts) I feel that this should have been present to me upfront but I had to figure it out when my fees for the transfer were much higher. I feel a calendar years runs from the due date of the annual fee. Instead was charged again when transferred accounts out less than 6 weeks into the year (2024). Tried to talked to client relations and they blew me off and played the run around game. They stated that a calendar years starts January 1st. If this is what is considered a calendar year, why are we not charged until other months throughout the year. Also all the fees and commissions are way high when trading or changing the accounts. So I was charged the $95 transfer fee for each account (which is $55.00 higher than the competitors charge. Then the additional 75 for an annual fee. I don't feel I should be charged for the annual fee but their excuses was it's a new calendar year. Also every time you buy/sell a stock you are charged. All fee way to high!
Claimed loss: $225.00
Desired outcome: refund the annual fees. Since to me, my calendar year runs April to April and July to July
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