I've never had tax forms to deal with on an IRA transfer in the past. Seems like this is one thing the IRS has made totally automatic. :-)
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Show posts MenuQuote from: flyp52 on December 16, 2021, 01:50:59 PM
Sorry I can't offer any experience with Sharestates. But can you offer your experiences with Groundfloor? Have you experienced any defaults or delayed payments?
QuoteDate: Tue, Oct 26, 2021 3:02 pm
Hi xxxxxxxxx,
Thank you for reaching out! I just confirmed with our Financial Operations team that the check has been processed and currently has an expected delivery date of October 28, 2021. Please let me know if you need any additional information.
Best,
Jesse Holmes
Client Experience Team
Quote from: rj22 on October 19, 2021, 01:16:01 PM
sounds like a huge PITA
QuoteWhat you have posted is concerning.
QuoteDate: Thu, 14 Oct 2021 09:25:08
Hi xxxxxxxxxxx,
Thank you for following up and I sincerely apologize for the delay. Once the request has gone through a lengthy review process by our compliance team. It is then submitted by our Financial Operations team to our Bank to be issued. Our bank then provides us with an estimated delivery date. Again, this is an estimated time frame, I believe your custodian should be expecting the check very soon. Please let me know if you need any additional information.
Best,
xxxxx xxxxxxx
Client Experience Team
QuoteThank you for reaching out! I just confirmed with our Financial Operations team that the check has been processed and currently has an expected delivery date of October 25, 2021. Please let me know if you need any additional information.
QuoteYou are correct sir, at this time our system does not automatically update. We will have a system in the future where it will be updated, but at this time, the numbers do not match due to it not being updated since June 3rd.
QuoteI cannot update on our end at this time, but you have the ability to manually update it. If you click on the pencil icon next to your amount on the dashboard, you can put in the amount that you are seeing at LendingClub. Overall though, the amount you see at LendingClub is correct. We are hoping to make a plan with LendingClub where these amounts will be updated for you on a regular basis, but if you would like it done now, you can follow those directions above.
Quote"Additionally, so you know it is us, this email will contain a video message from our CEO, Eric Satz."This indicates a very basic misunderstanding of computer security, because an included video does not authenticate an email message.
Quote from: rawraw on June 24, 2021, 03:40:27 PM
A buddy of mine works at Alto. Pretty cool to see them being a place LC notes are ending up :)