customer service — Pain Points (Archive Scan)

Opened a joint account to take advantage of the 2% match promotion at the end of 2025 (the one that was paid in 12 monthly installments, not the multi year one they have now …). Probably \~5 calls to the customer service to get that going with clearly expressing my intentions (getting that account up and running quickly before the deadline etc..) and absolutely not a single customer representative…

Do not auto-text links based on the whatever AI picks up when you say what you are calling about. Sometimes you just need to talk to a person about an issue and do not need to know how to do something on the web or app. It's very annoying and distracting as you are typing in user name and password to be sent a text or after you say what you are calling about. Thanks.

My husband and I have visited their 3 branches close to my home in GTA and unfortunately none of them was helpful. We had to visit the beach 7 times and to wait for 1 year until they had the work done and they never feel bad for us. I suggest you invest in systems to keep the records, customers services training and good solutions for problems we face.

Literally one of the worst. Maybe I've been just been spoiled with 20 plus years with Thinkorswim, but that platform has instant access to chat. You'll be chatting with a trade desk or tech support in literally under a minute. If you want to call them, you pick up the phone and you'll be talking to someone guaranteed in three minutes or less, All without hoopla of logging in, logging you out every…

Can somebody tell me the trick to be able to talk to a customer service rep? The automated voice response simply tells me to press 1 contact the sales desk or otherwise it announces some stupid things and disconnects me. I’m never able to put in ‘5’ for technical issues menu. Anybody else having these issues and knows a workaround? Thanks.

We use our CMA as a checking and savings hybrid. We had a check that just cleared in our CMA but there were no images and my wife and I didn't recall the check. We are Premium Services client. I chatted with the customer service rep who was not very helpful. He said he could not see the check images and just gave me generic search tips to try and figure it out myself. He did say that "give it a fe…

Hello all. I was looking to move my trading account to IBKR from Schwab to keep my investing and trading more clean at the Broker level. Schwab I have to say is amazing in service, speed of answering the phone and actually providing resolution. I setup the account did a test transfer via Direct ACH and was deposited in 24 hours. Did another test with $5K and its been on a Hold (US Bank, plenty of …

Planatir ATH is $207. Highest I bought was $165. Is this a glitch? Should I call customer service?