Wells Fargo In The News
I am transferring this account as soon as possible. I can't today because they are inhibiting it. The only good thing to come out of all of this is that they will not be able to do this to me when I am retired and much more vulnerable. Wells Fargo does not have a list item at branches to give customer real information on what needs to bought to office to resolve deceased sole proprietor business accounts.
Still nothing has been done —in limbo. Estate department called twice—they cannot help. Forwarded to business department. Still will not help. Forwarded to Advocate department today. Have to wait until Wednesday to hear something. Today on the phone with Wells Fargo from pm to pm MST—only a case setup and now other state offices are closed but Arizona is still open.
As a grieving mother very sad. Very Sad. The back office has been giving at least three business personal bankers different information and still nothing resolved.
Wells Fargo Vesting
Wells Fargo Personal bankers are at the mercy of the back office and they do not speak to me and no phone number to talk directly to them. Just three of the numbers I called today. Now this has taken a real personal toll on me. Too many staff members getting paid but none can handle professional business involving monies. Gave death certificate Sept Gave court document I am executor. Gave notarized document I am managing business. Gave business Articles from my attorney twice. It is January 21st when I went into branch First week of September. Very sad.
WellsTrade® review 2021
They need online specific line item on what to bring to bank regarding a sole proprietor business account. They need to have this data or handout at all branches Instead of one bankers say this and another say that and the back office say something totally different. Unprofessional on how a grieving mother is getting the runaround regarding something that should not take as long. Very sad day! Still cannot handle the account when contractors needed to be paid and one check needed to be refunded and it cleared but someone at bank reversed it.
Very Sad grieving mother with nickel and dime request for documents and no list to provide to customer or prospect upfront to avoid the inconsistencies and runaround. I use auto payment and tried to up the monthly amount being automatically paid, instead I accidentally deleted the auto payments. Wells Fargo never called my home, cell or business to notify me. I finally found out 6 weeks later by snail mail. When I wrote to WFHM to explain what had happened and ask them to reverse the remarks that caused my credit to drop a whopping points they basically told me tough luck and that they had every right to do what they did and were under no obligation to help out.
I'll be refinancing that property. I am giving this 2 stars only because trading WAS easy and simple. I started to day trade on their platform which is very simple, it could use some adjustments but for my type of day trading it worked. I researched day trading prior to doing it and in a cash account you can buy and sell all you want.
So I looked it up and all of that is reference to margin accounts and NOT cash accounts, a cash account cannot be flagged as a PDT account with the reference they gave me. I asked him if I went to another trading platform would they allow me to day trade and his response was "I don't know their policies" which tells me this is a policy not a FINRA regulation.
This is some sideways Wells Fargo shenanigans trying to scam people out of interest for trading on margin. I am now transferring all of my funds from Wells Fargo to Merrill Lynch who I already spoke with and they laughed about what Wells Fargo was doing and set me up an account to day trade in with no trading fees. Why does Wells Fargo continue to do shady things? Any time I would tell someone I use Wells Fargo for trading they would cringe and ask why, well now I know why. I've been with Wells Fargo Advisors for over 10 years.
My advisor knows when to connect me and when to leave me alone. She sends me emails and texts regarding the latest in what's happening and what I should be aware of. Horrible business practices.
Once I tried to move money out of Wells Fargo the horrendous customer service started. I submitted my forms to transfer a account to another brokerage in July. I have called 20 times to Wells Fargo and 10 times to the other brokerage trying to get help. I called back in and was told he had connection issues. The new person is Nicole and she wants me to fill out new forms.
I asked for a manager and was put on hold, later to be told they are all busy, but can call me back in 24 hours. Wells Fargo is a mess! Do not use them! Invest with Fidelity instead. Wells Fargo Advisors cashed a check from my pension account on Oct 14th but refuse to admit they have my funds. They are making me get copies of the cashed check as they are claiming they cannot find the funds. I'm scared my pension is now gone. The reps all speak broken English so what country are they in?
Is this where my money went?
I Do not trust them with any funds at this point. He did not want me to choose my own fund accounts. I asked for all Index funds but Kevin drew up all this funds and bonds, may around 20, and expect me to accept it.
I asked do he have bonds and he replied, "No. But you are just beginning. Kevin also change my benefit package forms to put my retirement check in Wells Fargo Advisors. I am disappointed but I'm grateful that my retirement is less than the amount aloud for wire.
- belajar forex pemula kaskus?
- What Can You Trade with WellsTrade 📈!
- Why trade options?.
I will return the check if it is in their name. Monday, September 21, I will request another package from my previous employer where I early retired and start the process over.
- Accounts and Services.
- Wellstrade Withdrawal Fee, Terms and How To Transfer Funds Out of Brokerage Account in 2021?
- fidelity forex form.
Even if I have to take a hit. CEO fired bankers some years ago for duplicate accounts. This was on the news as well.
Simplified banking and investing
Therefore, the world or at least US heard about including myself. I am not writing this review to disencourage anyone from using Wells Fargo Advisors. I just want you to check the company's records and be clear to ask questions.