shareowneronline.com

1.1
1.1 Based on 99 reviews

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TERRIBLE CUSTOMER SERVICE

My father passed in 2018, his accounts were transferred to my mother. She passed in 2022. I was able to transfer her accounts to my brother and myself. Just in the last year I start receiving mail about a few accounts still in my father’s name that we didn’t know about. My frustration, I was able to transfer my mother’s accounts with our court document Decree of Decent. Now they are telling me that will not be accepted. How the hell did I transfer my mother’s accounts in 2022 then? They want me to do a small estate affidavit, the estate has already been through probate!! Decree of Decent is a Court order that any assets of my mother belong to my brother and myself. I have the Decree of Decent where my father’s account went to my mother, and the Decree of Decent where her account goes to us. When I asked through messages on my own account that was transferred from my mother in 2022, “Please share with me what documents I used to transfer this account to my name when my mother passed.” Here is their ridiculous response exact quote. “ We suggest you to help us with your father’s account so that we will check and assist you accordingly.” Unbelievable! Once I get this taken care of I am leaving this company, which it sounds like it will be hell getting my money sent to me!

1
Date of experience: Aug 18, 2025

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