I do not trust financial people. Twice some bank’s financial advisor tried to steal my money. Once about 15 years ago when I changed jobs and wanted to put my 401K into a bank IRA. It took me 6 months to get my money moved from the 401K into an IRA. Then, two years ago, when I reached the mandatory age where I had to start taking money out. The bank said, “What Account?”. Luckily I saved a dozen years of statements. It took one of the bank’s VPs 4-1/2 months to track my funds through 6 intermediate companies (other banks, credit unions, insurance companies, etc.) and get the money back. The financial guy had been hiding it for himself. It triggered an investigation that showed that the financial guy was doing this with lots of people. He’s in jail and my money is back.
I’m glad you got restored.
The days of me trusting bankers ended a long time ago.