Outlook Financial competency | Outlook Financial | Discussion forum

Maybe said:

It has taken me 2 months, yes 2 months, to get a savings account with telephone banking opened and active with Outlook. I had an account with them years ago which I had no issues opening. This time, perhaps management has changed, but there is always another form to complete that I hadn't been told about in the previous phone call with them, always after being assured that there was nothing more for me to do. All forms have to be mailed in to them then processed which takes about 2 weeks. There have been three instances of mail in forms. Then I was sent a card in completely the wrong name. The telephone operator at Outlook wanted to know if I wanted a replacement card as the account was in the correct name and why would it matter if the card was in the wrong name.....and this is an institution which is going to handle my money?? Which can't quickly, efficiently, and correctly open the account?? After a phone call from management assuring me that a replacement card would be sent (another 2 weeks), I received yet another notification from Outlook that .... yes, yet another form that I hadn't been told about needed to be sent in. I don't think so. I would be interested to know if others have had similar problems with them or problems with telephone transfer of funds.

I plan to phase out my Outlook Accounts.
I have been plagued with a list of incompetent errors like:
Name spelled incorrect on cheques
Name spelled incorrect on ATM Card
ATM card pin did not work
Initial deposit had offsetting requests for GIC's and one was not done.
Incorrect maturity dates assigned to GIC's
No statements for TFSA accounts
Last online statement for TFSA account started year 2080
This is only part of the list!!!