Clic This!
“I believe that my account has been taken over by a fraudulent person.”
Not a complaint, We would get this call to Fraud.
The amount of Beneficiaries allowed on an account.
What is 6 Beneficiaries?
MYCA
Manage Your Card Account
The 3 type of accounts we offer.
What are HYSA, CDs, and IRAs?
A person appointed by either the account holder or by the court to make actions on an account.
What is a Power of Attorney
"I think your making it hard for people my age on purpose!"
Priority Complaint Clic case
The type of Trust we allow.
What is a Revocable Living Trust?
The old savings online portal.
What is Webclient?
A long term fixed rate. Usually at a higher APY
What are features of a CD?
A statement that must be read
What is a disclosure?
"You can’t refuse to provide me with any of my past statements!”
Priority Complaint
The form we can take to add Beneficiaries on the account.
Beneficiary Designation Form
The system we use to reset passwords for AMEX system
BSP
Can be easily accessed and has a variable rate.
What are features of a HYSA?
This shows that they accept our terms.
What is an E Signature?
“I’m locked out of my account and I don’t know why. I need access to it now!”
Guide customer through unlocking their account
Is what our Beneficiaries are considered to be.
What is Payable On Death or POD
The url to create online access to your savings account.
Daily double
go.amex/register
The penalty for closing a 36 month CD early.
What is 270 days worth of Interest?
The form we need to let us know what to do with the money after the account holders death.
Daily Double
What is a Letter of Instruction? or LOI
“I feel cheated, because when I called six months ago I was told that I would receive over $500 in interest for my CD and I only earned about half of that.”
Capture in the Global Complaints tool. This a General Complaint.
Online only after accepting terms.
How do I retitle to a trust account?
PII the customer provides when registering or linking their savings account.
What is SSN and Date of Birth
Up to $50k in a week, and $25k per.
What are the limits on MCD
This needs to be said even if you hear background noise.
What is a Call recording disclosure?