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Rip-off Alert
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I had a small account with PlanMember, only $157. When I tried to close the account in October 2023, I submitted my paperwork through my broker as listed on the PlanMember website. I signed the forms (as can be seen in the email correspondence attachments to my broker), but PlanMember says the forms were not signed. That is inaccurate, and even if they believed it to be the case, they had a fiduciary duty to contact me to resolve any such matters. Presently, the account is worth $0.23 (twenty-three cents), with all of the money going to fees. I have not benefited one penny from this account, but PlanMember has lied and taken every penny, save for $0.23. I have the signed form in my email account so there can be no doubt the form was properly filled out and signed.
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