Strange IRA Error at Schwab: Account with Someone Else’s Name Appeared in Our Portfolio
Strange IRA Error at Schwab: Account with Someone Else’s Name Appeared in Our Portfolio Hi all, We recently encountered something very strange with our Schwab account, and we're hoping for advice or insights. We periodically check on the IRAs under this account, and today we noticed an additional IRA that didn’t belong to us. The name on the brokerage statement was unfamiliar, belonging to someone living in another state, and manag...