When I called to inquire whether Americans living abroad could open estate accounts, I received inaccurate information from two different estate account customer service representatives. Both times I was told yes! After my first application was rejected, I even found a co-executor in the US, but my second application was also rejected - because I live abroad! Very unprofessional. Clearly, their own staff haven't received adequate training to answer a very simple question about their own rules.
When I called to inquire whether Americans living abroad could open estate accounts, I received inaccurate information from two different estate account customer service representatives. Both times I was told yes! After my first application was rejected, I even found a co-executor in the US, but my second application was also rejected - because I live abroad! Very unprofessional. Clearly, their own staff haven't received adequate training to answer a very simple question about their own rules.
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