I have been trying to close out a very small $52.00 money market account for my Mother since December 2017. I opened the account when I was employed as an Investment Manager at Chase and was a CPC client for many years. I became frustrated and disillusioned and have closed out most of my relationships with Chase due to this situation. I have sent in the appropriate paperwork and documentation required. Secured an updated Surrogate Court Appointment. Also, you have lost the beneficiary form and I have requested that you move the $52.07 from the investment money market to the Chase Bank Checking account and have not been able to close out the Estate due to this Investment Account. This has caused me undo stress and anxiety as the executor of my parents Estate. The accounts in question are Investment Account # [protected] Joan Scrudato DCD Roth IRA
Chase Bank Checking Account # [protected]
I can be reached at [protected]. I am a Wealth Group Executive at Citi Global Wealth and have been in the industry 50 years and obviously know what I am doing to close this account out. Any assistance you can afford me in this matter will be greatly appreciated to close out the investment account so I can distribute to the beneficiaries.
Desired outcome: Closing out the $52.07 investment money market account and transferring the assets to the Estate checking account.
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