I recently created a JPM Chase Self-directed Roth IRA account, and wish to fund with a partial transfer from Vanguard Roth Brokerage.
When I tried to initiate the transfer using their Yodlee-based automated service. This is the error I got after submitting my credentials:
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Anyone gotten the online setup to work, or have you had to go the form approach?
As an aside, my original application got rejected and my chase.com account locked! The reason? Because I logged in from my second residence in a different state than the address on record with my existing chase.com account! Can't decide if I am happy or annoyed. Chase fraud dept, cleared it up with a phone call and a detailed verification of my identity.
When I tried to initiate the transfer using their Yodlee-based automated service. This is the error I got after submitting my credentials:
Anyone gotten the online setup to work, or have you had to go the form approach?
As an aside, my original application got rejected and my chase.com account locked! The reason? Because I logged in from my second residence in a different state than the address on record with my existing chase.com account! Can't decide if I am happy or annoyed. Chase fraud dept, cleared it up with a phone call and a detailed verification of my identity.
Statistics: Posted by retiringwhen — Fri Aug 30, 2024 9:38 am — Replies 5 — Views 199