issue with Docu Sign. Both times I thought I had answered the questions correctly but apparently I was wrong or there was something wrong with the system. Very frustrating.

I don’t remember exact addresses to apartments I lived at 35 or more years ago.

Look at it from their perspective. Someone contacts them and asks close Account X and they claim to be the owner of that account. Do you know how many people have had access to my date of birth and SSN from various jobs I have had to car loans to rental and mortgage applications and agreements? That's true for a lot of people. Anybody with access to that info in the past could impersonate someone else and drain their account with little difficulty.

These tests, while flawed in some cases, are there for your and the institution's protection. There may be better ways to handle these situations; but the company was looking out for you despite what you thought was an unreasonable hassle.

maiden name, like other businesses? Seems to me the test is designed to keep people from closing accounts.

I provided more than enough information to assure them that I was legit. Nobody else could know my trading history over a ten year span, but me.

account to an heir. Despite there being a will etc. the investment firm dragged on and on way past everything settling. After threat of suit they finally put through the paperwork to close the account. Almost half the value of the stocks had evaporated. The heir had been trying from the very beginning to get them to liquidate the stocks and just hold the account in cash. Florida brokerage. The same office had the nerve to call him up after some time passed and they asked him if he would like to invest some of the proceeds with them.

... is to withdraw all but a tiny amount of money. Opt out of electronic statements. Keep it dormant.

Unless service fees are involved. Then I suppose it would make sense to close it.

I have a TD brokerage account. I’m going to let my account transfer to Schwab. But for those who don’t want to, keeping a share in the account won’t rack up fees. Only fees if you sell.

I was able to have my account closed today. They waved all fees for inconveniencing me.