Smith Barney Complaint - $35,000 gone - Smith Barney lost my entire rollover

Review by Chela on 2005-01-17

Be careful! I rolled over $35,000 from my Vanguard 401k to a 401k at Smith Barney in 2001, and they lost the money! This is almost a year's pay for me.

I handed the rollover check in person to their representative at my company, Aesbus Knowledge Solutions. He was laid off right after that.

They finally got the check from him and decided to put it in an IRA instead of a 401k. I got a letter saying the IRA was opened, WELCOME! I called them back and they'd opened the account, but there was no money in it!

Any advice out there?

Poorer Because of Smith and Barney

I cannot get anyone there to listen to me or help me.
Comments:1 Replies - Latest reply on 2005-01-17
Posted by tander on 2005-01-17:
Call the attorney Generals Office

Your Name:
(displayed with your comment)
Your E-mail:

Your Experience/Advice:
Check spelling

By clicking submit you agree that you have read and accept the Terms of Service & Privacy Policy.

Note: All comments are reviewed by a moderator before being published. Please be sure to read our guidelines before commenting.