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by saxonww 1352 days ago
Yeah, this is crazy. Do not have 3rd parties do this on your behalf.

That said, I just tried to sign up for a Treasury Direct account, and while it was 'successful,' I immediately got an email saying they could not verify some of my information and so my account was on hold pending receipt of a notarized form I have to mail. For my protection. It says the average approval time for this form is up to 13 weeks, so I can probably forget about I Bonds this year.

2 comments

I too had a problem (maybe same email with multiple accounts). You have to get the form stamped with a "medallion stamp", not just a notary. So check your bank if they have someone that can do this
Yotta likely doesn't solve the issue you bumped into though
Yeah, to be clear I would rather not invest at all than have Yotta do this for me. That is a bad pattern and clearly the company cares more about visibility than customers or they wouldn't even offer it.
OP is in this thread and has confirmed that they cannot handle that case.