Elizabeth-Anne B.

My father had the upmost trust in this company and now that he has passed on, I find that they are as helpful, honest and polite as he said they were. They are happy to do a bit of hand-holding with me, as I figure out how best to manage my affairs. I could not recommend them more highly!

What a superb company to do business with. My father passed on in Dec and there was money in his Charles Schwab account for me to claim. Unlike many of his other accounts this firm made the transition as easy as could be. I simply had to mail in the death certificate, answer a few questions over the phone and that was that. His account was closed, all the monies transferred to my name and that was that. 6 of his other accounts are stressing me out running here and there looking for Medallion Signature gurantees and filling out tons of paperwork. Charles Schwab made an already overwhelmed and stressed out woman rest easier and as such I am maintaining my account with them, and shutting down all the rest.

I lost my authorized user AMEX card when my father passed away in Dec of 2022. Needing a debit or credit card and having neither and needing to pay my cellphone bill, I decided to buy a pre-paid Mastercard debit card from ShopRite. I paid $ 208 for it ( $ 200 for the card and $ 8 to activate it). I tossed it in the drawer for a week. When I decided to use it, I activated it online as per the back of the card and within an hour someone ( looks like an insider job to me) got the number, went shopping and left me with 16 cents.

As I never knew this happened, when I tried using it the next day to buy groceries and I was told there was only 16 cents, I asked to speak to a manager. Two came out, and two assistant ones as well, and between the 4 of them, nothing was resolved. They said it was not their fault and basically ' too bad, so sad ' for you.

Totally unacceptable. You need to held to account if you sell something that is so high risk ( I know it know, not before). As I am a customer there since the day they opened, a good 23 years if not more, I should have been given a full refund either in cash, check or gift card. They need to stand behind what they sell. I used to shop there daily, now if I go twice in a month, it is a lot. They do not deserve my money.

My father passed away 5 weeks ago and had a teeny account with Chase. I went into my local branch to collect along with an original death certificate.

They directed me to another branch. I went to that branch today with the death certificate, my SS card, a piece of mail, my Medicare card, high school ID, college ID and health insurance card.

They would accept none of those. They will only take a passport or non drivers license.

As I walked out I made it clear that my father had accounts in far greater sums, and all I had to do was mail in a death certificate and the accounts were transferred to my name.

I would never do business with this bank ever again. I am working far far too hard just to collect a paltry $ 333.

Boo!

I was an authorized user on my father's account for 14 months without ever missing a payment. As soon as he passed away they cancelled his account, leaving me with no credit card in order to run the house he left me. Despite my inheritance, they treated me like a stepchild, so I would never consider them in the future,

When TD was new to NY they would bend over backwards to prove how different they were to other banks ( free pens, very late hours, dog biscuits), now that they are established and no longer need to kiss anyone's butt, they are showing their true colors.

I simply wanted to update my phone number as the old one is no longer valid and that locks you out of your online account. She said my phone number could not be verified and as such she would not update my account. I would rather keep all my money under the mattress - they don't deserve my business.