Don’t you love it when someone posts, and clearly haven’t read prior posts. If OP closed with Citizens First, the penalty for closing one day late, Will start at $500, I know we were one day late, not our fault Citizens upgraded program, could not close. They charged us $585.
Just because one has been with a investment company, doesn’t mean you have had the same issues. Any investment firm can do yearly distribution automatically.
We had the same issue with our old firm, we gave them 30 days notice on moving money to another account. 7 days prior, in person paperwork. Money left our account, and went to neverland for 10 days. Finally ended back to original. We made a face to face following day, and immediately moved all our money to our other firm.
Your financial guy is good until something goes wrong.
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Do not worry about things you can not change 
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