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Dave Anthes

31 January 2025, 01:34

  • US

Alyssa was great and helped me through…

Alyssa was great and helped me through the whole process

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Andrew Nutall

31 January 2025, 01:32

  • US

Ben P

Ben P. was very helpful, efficient and informative. He took the time to help me switch my phone number as well as assist me with the process of taking distributions from my account when that time is due.

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Shellie

31 January 2025, 01:09

  • PT

Bryce was so helpful and was able to…

Bryce was so helpful and was able to answer all of my questions!!!

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Bob

31 January 2025, 00:57

  • MX

Great help from Julian today

Great help from Julian today. We now have a solution. Thanks

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Lynne I

30 January 2025, 11:44

  • US

Thank you to Nadia and Jeff for making…

Thank you to Nadia and Jeff for making my Roth IRA Conversion an easy process. Your quick responses to my questions eased my concerns. The online funding process my account was an easy process and now I am ready to start my crypto trading without the worry of capital gains taxes eating my profits.

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AR

30 January 2025, 10:20

  • CA

Helpful staff

Stacy Liu has been very helpful with navigation account-related matters.

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Jose L.

30 January 2025, 09:27

  • US

Easy and Fast to access my funds

Chris was a tremendous help during the process. He made it smooth and very easy. Thank you!

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Dean Scott

30 January 2025, 08:35

  • US

Very patient and knowledgeable!!

Very patient and knowledgeable!!

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Mike c

30 January 2025, 08:09

  • US

Customer service is impeccable.

Customer service is impeccable. Bobby does what he says he's going to do calls back when he says he will call back. Great asset to the company. Thank you

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scott nielsen

30 January 2025, 07:55

  • US

Bryce helped me with all my questions.

Bryce helped me with all my questions.