2 Things are not ideal: 1) Transferring from IRA to IRA Roth requires exactly the same trading permissions on both accounts. I was not able to manage that even with support from service. Why? 2) We had troubles opening an additional account for my wife despite the fact the fact that IKBR has all info from her existing ones. That was very painful compared to other brokers.
1)从IRA转移到IRA Roth需要两个账户完全相同的交易权限。即使有服务部门的支持,我也无法做到这一点。为什么?
2)尽管IKBR拥有她现有账户的所有信息,但我们在为我妻子开设一个额外账户时遇到了麻烦。与其他经纪人相比,这是非常痛苦的。
1) Transferring from IRA to IRA Roth requires exactly the same trading permissions on both accounts. I was not able to manage that even with support from service. Why?
2) We had troubles opening an additional account for my wife despite the fact the fact that IKBR has all info from her existing ones. That was very painful compared to other brokers.