Confirm your understanding of where things stand by writing to the management of the local office. Indicate exactly what you want fixed along with any other facts about the account. This formal inquiry should generate an answer, pronto. What you'll probably see is something like this.

Clearly, the response from the company will dictate your next course of action. If it's want you wanted, that's terrific. Investment firms can be very reasonable.

After all, their business centers on risk. They maintain uncanny levels of precision on: (1) what they've earned on your business, (2) their costs to give you what your want, and (3) the value of the future stream of your potential revenues.

These three highly relevant factors will have great bearing on their answer to you.