We have been in existence for 10 years and have written
E-Trade our brokerage house several times regarding new
financial officers. We recently found out that these letters
were not registered and a member who no longer is part of
our club still has financal access to our records.

We have tried to add our financial officers and have filled
out the business application and had it notarized and
E-Trade rejected it saying that we had to send another three
or four forms along with another notarized list of our
financal officers. We have already spent $40 on this first
form and feel very frustrated.

Any suggestions? We are thinking of going to Fidelity. Does
anyone have good experiences with them?

We are obviously frustrated with the level of service and
knowledge at E-Trade, Thanks for your help.
Jennifer in Santa Cruz, California

I cannot speak about Fidelity, but our club has used Schwab
for over ten years. The forms to update the partners
authorized to make trades and sign checks are available on
the website. I have filled them out, obtained the signatures
of the partners and mailed them to Schwab. I have never had
to obtain a notarized signature.

Jack Ranby
Grants Partners Investment Club

Jennifer Astone wrote:
> We have been in existence for 10 years and have written
> E-Trade our brokerage house several times regarding new
> financial officers. We recently found out that these letters
> were not registered and a member who no longer is part of
> our club still has financal access to our records.
>
> We have tried to add our financial officers and have filled
> out the business application and had it notarized and
> E-Trade rejected it saying that we had to send another three
> or four forms along with another notarized list of our
> financal officers. We have already spent $40 on this first
> form and feel very frustrated.
>
> Any suggestions? We are thinking of going to Fidelity. Does
> anyone have good experiences with them?
>
> We are obviously frustrated with the level of service and
> knowledge at E-Trade, Thanks for your help.
> Jennifer in Santa Cruz, California

Thanks Jack. Another option for us.
Jennifer
Monterey Bay Investors Club

On Nov 4, 2009, at 8:45 AM, John W Ranby wrote:

> I cannot speak about Fidelity, but our club has used Schwab
> for over ten years. The forms to update the partners
> authorized to make trades and sign checks are available on
> the website. I have filled them out, obtained the signatures
> of the partners and mailed them to Schwab. I have never had
> to obtain a notarized signature.
>
> Jack Ranby
> Grants Partners Investment Club
>
> Jennifer Astone wrote:
>> We have been in existence for 10 years and have written
>> E-Trade our brokerage house several times regarding new
>> financial officers. We recently found out that these letters
>> were not registered and a member who no longer is part of
>> our club still has financal access to our records.
>>
>> We have tried to add our financial officers and have filled
>> out the business application and had it notarized and
>> E-Trade rejected it saying that we had to send another three
>> or four forms along with another notarized list of our
>> financal officers. We have already spent $40 on this first
>> form and feel very frustrated.
>>
>> Any suggestions? We are thinking of going to Fidelity. Does
>> anyone have good experiences with them?
>>
>> We are obviously frustrated with the level of service and
>> knowledge at E-Trade, Thanks for your help.
>> Jennifer in Santa Cruz, California
>

Don't banks in your area provide notarization for customers
FOR FREE? They do where I live. The club doesn't have to
have its account there, just any one of the members.



Jennifer Astone wrote:
> Thanks Jack. Another option for us.
> Jennifer
> Monterey Bay Investors Club
>
> On Nov 4, 2009, at 8:45 AM, John W Ranby wrote:
>
> > I cannot speak about Fidelity, but our club has used Schwab
> > for over ten years. The forms to update the partners
> > authorized to make trades and sign checks are available on
> > the website. I have filled them out, obtained the signatures
> > of the partners and mailed them to Schwab. I have never had
> > to obtain a notarized signature.
> >
> > Jack Ranby
> > Grants Partners Investment Club
> >
> > Jennifer Astone wrote:
> >> We have been in existence for 10 years and have written
> >> E-Trade our brokerage house several times regarding new
> >> financial officers. We recently found out that these letters
> >> were not registered and a member who no longer is part of
> >> our club still has financal access to our records.
> >>
> >> We have tried to add our financial officers and have filled
> >> out the business application and had it notarized and
> >> E-Trade rejected it saying that we had to send another three
> >> or four forms along with another notarized list of our
> >> financal officers. We have already spent $40 on this first
> >> form and feel very frustrated.
> >>
> >> Any suggestions? We are thinking of going to Fidelity. Does
> >> anyone have good experiences with them?
> >>
> >> We are obviously frustrated with the level of service and
> >> knowledge at E-Trade, Thanks for your help.
> >> Jennifer in Santa Cruz, California
> >