Wells Fargo Advisors Spring Creek Rd, Rockford

Wells Fargo Advisors Reviews

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  Ewa Zajkowska
  1

  My father Henry Zajkowski had a retirement fund and we recently received a statement after 10+ years that there is still a balance in his account. We completed a distribution packet along with all of the requested information in order to fully close the account. The distribution took place on 9/24/20 and a check was mailed to my father. However, we received another statement for Q3 stating there is a balance of $0.01 in the account. After calling the customer service line, the first rep Tcheira informed us that the account was closed. I then asked how it could still have a balance in it if the account was properly closed and she stated it is now at a balance of $0.02 but that it just stays this way. I then asked how can a closed account still have a balance and she transferred me to a supervisor named Bea (employee ID U701812). The supervisor stated that the account is not closed and we would need to process another distribution to close it. All of this has already been completed, but clearly Wells Fargo did not complete this correctly; otherwise the account would be closed. This issue remains unresolved and the account still needs to be closed. Awaiting a response before we contact the BBB.