unsatisfying phone calls (and web chats)
Feb. 17th, 2026 08:50 pmWhen nothing had happened by midday, Adrian suggested I call the insurance company and ask whether it would be OK if they received the referral after the appointment, on the theory that this probably happens a lot. So I called, and they said yes it would, so I'm going to cross my fingers, and didn't call to reschedule that appointment.
I also finally managed to talk to my Fidelity advisor, and set up a three-way call with him and BNY (where the inherited IRA is). That involved a lot of waiting on hold, and the agent saying he needed to check one more thing.... He then told me that it would take more time for them to figure out where that unexpected balance came from, and they had to figure that out before they could transfer the money. No, I don't know why: the balance information is from their system. So someone is supposed to call me back, hopefully soon, and then I hope they will either transfer the money to Fidelity, or be willing to send me a check for the balance and close the account.
It took me a little while to figure out why I was feeling worn out, but at least part of it is that I made multiple phone calls, and everything is still in process, if not in limbo. A bowl of Lizzy's "chocolate orgy" ice cream helped some.
On top of everything else, my gum is bothering me again ("again" because it's a problem for a day or two, then it's fine for a while, and then recurs).