chat 10-11-2017

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E Trade Chat

Question:
Hi,
John H:
Thank you for contacting E*TRADE. My name is John H. I will be happy to assist you today. hemal shah:
hi John H:
Hi Hermal John H:
How can I help you today? hemal shah:
i trying to create account trading and investing and i stuck on tell us about you affiliations section John H:
Sounds good hemal shah:
what i have to do here John H:
Which questions can I clarify for you? hemal shah:
i selected total net worth after this what is next step what i have to select John H:
Make the other selections then press the continue button hemal shah:
check above "Tell us about your Affiliations" i cannot available to "continue" John H is requesting to view the desktop on this computer. If accepted, the agent will be able to view, but not control, this computer. Click Allow or Deny John H:
Please share your screen with me hemal shah:
did i have to select " IRS Form W-9 " section hemal shah:
Tell us about your affiliations
IRS Form W-9
In addition, by checking the box, you will be overwriting the following statement that appears in the agreement: "I have been notified by the IRS that I am subject to backup withholding." hemal shah:
IRS Form W-9
In addition, by checking the box, you will be overwriting the following statement that appears in the agreement: "I have been notified by the IRS that I am subject to backup withholding." hemal shah:
' John H:
Hermal can you please share your screen with me? hemal shah:
how? John H:
From the information you provided you left a few places unchecked or unanswered John H:
Above I sent you an invitation John H:
You can also scroll down, and click on " Screen Share" John H:
This will give me a code hemal shah:
wait i will do it few second

10-02-2017 chat

3:54:29 PM : Scottrade: Alicia K. has joined this session!

 3:54:29 PM : Scottrade: Connected with Alicia K.. Your Reference Number for this chat is 862587.

 3:54:29 PM : Scottrade: Welcome to Scottrade! I am here to answer your questions about our products and services. How can I help you today?

 3:54:54 PM : hemal shah: i got scottrade account

 3:55:27 PM : hemal shah: i do not have much knowledge about stock buy and sell and fee

 3:55:38 PM : hemal shah: hello

 3:55:55 PM : Alicia K.: That's perfectly fine! We welcome new investors!

 3:56:19 PM : hemal shah: you would not like t
o chat my question

 3:56:19 PM : Alicia K.: Did you have any specific questions or were you looking for some resources?

 3:56:33 PM : hemal shah: yes

 3:57:05 PM : hemal shah: i can not see 2013 ,2014,and 2015,and 2106 tax form online

 3:57:44 PM : hemal shah: hello

 3:57:45 PM : Alicia K.: Did you open the account recently?

 3:57:54 PM : hemal shah: i think in 2008

 3:58:30 PM : Alicia K.: Okay we do keep a record of the last 7 years of tax information online, do you know where to find it?

 3:59:13 PM : hemal shah: my password and online service block by local scottrade ,i could not available to see my account online ,i visited local office in 2013 to 15 several time

 3:59:32 PM : hemal shah: i can not available to log in between year 2012 to 2016

 4:00:00 PM : hemal shah: this year i add money and my account i can see it and i can log it in !

 4:00:15 PM : hemal shah: hi

 4:00:43 PM : Alicia K.: Were you active in that account in those years that you didn't have online access to the account?

 4:02:16 PM : hemal shah: not available to sign in with new password and visitnlocal office several time and same thing over and over again

 4:03:18 PM : hemal shah: hi

 4:03:41 PM : Alicia K.: Okay, if you did not have any activity in an account within the year we weren't generate a 1099

 4:03:51 PM : Alicia K.: won't, sorry

 4:04:46 PM : hemal shah: i mean i bought stock in may 2012 and after june 2012 i can not available to sign in account ,this cause some stock are missing or hide in account

 4:04:54 PM : hemal shah: how do you know me?

 4:05:53 PM : hemal shah: hello

 4:05:56 PM : Alicia K.: If you were looking for account specific information, I would not be able to give that out over CHAT.

 4:06:38 PM : hemal shah: ok i understand but local office not helping with account

 4:06:44 PM : Scottrade: The session has ended!