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Questions about Wealth One Bank
September 14, 2025
10:36 pm
10:36 pm
RetirEd
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Forum Posts: 1507
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November 18, 2017
November 18, 2017
OfflineSeptember 15, 2025
8:30 am
8:30 am
Nehpets
Ontario
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Forum Posts: 1036
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December 20, 2016
December 20, 2016
Offlinelovejennifer said way back in post #13
I’ve been with them for a while now and honestly, I’ve had no issues banking with them. ..... Their customer service has been a breeze to deal with so far, and for sure the good rates. I appreciate when things just work without any fuss, and so far Wealthone has given me that.
My experience with Wealth One has been similar to yours, and I've had an account there since its inception.
Their online interface for account summaries could use some streamlining, but as there is no heaven on earth, sometimes we need to adapt to the idiosyncrasies of a particular FI.
As with all second tier FI's remaining within CDIC, FSRA etc limits is always advisable.
Stephen
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