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Outlook - Always a process
January 28, 2019
10:21 am
stoidi
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January 25, 2019
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Recently I called Outlook as I have a few GICs maturing soon. I asked for the funds to be put into my savings account.

The fellow said he would pass my request on to the Invesment Department. Really? Always a process to allow failure? Why didn’t he set them up to go that way and then confirm on the call? No wonder they have made so many mistakes on my account.

See ya Outlook!!!

January 28, 2019
12:36 pm
Top It Up
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December 17, 2016
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I've been a client for what has to be 15+ years and have to say it's been pretty smooth sailing for that period of time - would I like them to be a bit more aggressive in their rate offerings ... hell yeah.

Every FI has their own operating quirks and ya' just got to love 'em or leave 'em, I guess.

January 28, 2019
2:42 pm
mechone
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January 28, 2015
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Me too ,I've been with them for 15years plus. They just recently allowed linking an external account, before that always had to send a cheque. This year I had 2 gic's come due, phoned them and gave them written instructions. Went on holidays and when I came back nothing was done. Phoned and demanded that interest be paid back to the date that the GIC's were to be purchased...no problem ,but like you said above always a process to screw up. I keep an amount there for retirement as there rrif rates are good

January 28, 2019
3:18 pm
stoidi
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January 25, 2019
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No too sure when I started......maybe 8 years ago when I decided to break away from the norm......they were the first I chose. They made errors on my first ever GICs and would guess 70% errors after that. When they made an error, which an FI should NEVER do, I used contact a VP named Jerry and he always fixed everything and some times added $ or a quarter percent to the GIC. He is no longer as they seem to do frequent sweeps of management there. Too many errors along with managing 7 other FIs with no problems.....the writing is on the wall for Outlook. Loyalty needs to be earned. And I use different FIs for what they are good for thus many FIs as there is no one, overall good FI.

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