Dealing with an online brokerage. They refuse to recognize financial power of attorney forms that have been done through a lawyer and notarized. They say "we have our own form" How have others gotten around this non-sense.
the whole point of getting a financial power of attorney is not to have to go through signatures and witnesses for every event
I know at least one FPOA who fought with one of the major brokerage houses for many months. They refused to accept her general power of attorney (Which was signed when he had capacity) but far worse would never offer an alternative path even though the principal had moved on into memory care and couldn’t even remember where he was. The FPOA told them this multiple times but they still insisted on the forms signed by him—-which in my view is unethical since I think he didn’t and couldn’t understand them.
They are terrified of being tricked to the point of being cowardly I guess. Unfortunately, it appears they can do this.