Incompetance at its best. Despite providing detailed WRITTEN instructions, with broken out calculations for moving stock and cash from one account (RRSP) to cash account, they still manage to screw up the transfer, and move too much resulting in negative balances, HOURS of lost time, and lost investing opportunity. 3rd year in a row as we melt down our RRSP. Also, their messaging centre is archaic. Our well formatted instructions gets thrown into one long paragraph, with no headings, paragraph spaces, because the text editor in their messaging centre is from the 1980s and doesn't allow formatting. Call someone to help, get disconnected TWICE after waiting 45 and 55 mins each time, then on hold past closing so no answer. The website is decent and no fee transaction is a plus. But EVERYTHING else about this service leaves little to be desired and a bad taste in your mouth, lost years from the stress of prep to mitigate screw ups and them screwing things up regardless. We have a substantial portfolio...millions, and this is not worth the grief. They will lose our business on the brokerage side, we will close all our banking as well. Absolutely ridiculous.
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