[WSBAPT] Fidelity error in failing to add beneficiary to IRA account

[Allen Draher]

A client had Fidelity fail to add a beneficiary designation despite the request to do so on Fidelity paper work.  Loss is stretch out of ten years or more on a $500,000 IRA.  I am wondering if any members have litigated with Fidelity or other brokerage firms on a similar issue.  Allen

Allen Draher

Law Office of Allen Draher, PLLC
5426 California Ave. S.W.
Seattle, WA 98136

ph   206-935-2998
allen at draherlaw.com<mailto:allen at draherlaw.com>

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