I was moving towards working with my parents financial advisor in setting up an IRA account. Everything was fine until I asked for the account numbers so I could make a large initial investment into the account and subsequent scheduled monthly deposits.
She wouldn't give me the account number and wanted me to give them access to my other accounts so THEY could take money from my account and put it into IRA.
Like WTF?!? Who controls this relationship? Me giving and you taking are not the same thing. My response? Ghosting. It's my money. It's not yours. I am happy to give you money. I am not okay with you taking money… semantics? Principle.
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