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Thanks for the feedback and thoughts. I guess those aspects of TD are nice, but if you ever make a mistake, they don't handle it gracefully.



Just curious, how do you handle accounts that require medallion verification to open. Do you stamp it yourself? That could be a nice benefit for people that don't have a brick and mortar bank nearby


We can't support those unfortunately right now. Maybe in the future.


That's like, the primary thing that aggravates people about TD! You speak elsewhere about people having to wait in a line for phone support for hours and the reason people need to do this is because their accounts fail to verify automatically.

Do you support cleanly setting up POD beneficiaries? Do I need to give you my spouses' SSN for that too? Or do they also need a Yotta account?




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