Recently, I decided to give regular feedback to customer service about their website, rather than just put up with the issue. Maybe it's working.
Over the weekend, my broker did a significant update to their website. I tried to login to a brokerage account website. It wouldn't allow me to login. I called tech support and their solution of clearing the cache worked. When I logged in, the brokerage had updated the website. Unfortunately, the website only showed 1/3 of the stock positions and there was no way to scroll down. I reversed the alphabetical order and it only showed he bottom 1/3 of holding, but didn't allow view the first 2/3's.
I called tech support again, but hung up after waiting 53 minutes. I called a different number which was answered right away. I explained the problem but was told that "the back office" was not in on the weekend and needed to be contacted Monday to Friday during business hours. I said, "Please inform IT of the issue before Monday, if you can."
I hung up expecting to wait until Monday. I tried logging in again and miraculously the "problem" was solved. I was able to access all the stock positions.
Finally, I admit that I'm often the first customer to report a website issue. Maybe, IT was already working on it or maybe, my call in got some attention.
This is not financial, IT nor customer service advice. Please consult a professional advisor.
Copyright © 2026 Achievement Catalyst, LLC
Subscribe to My Wealth Builder
No comments:
Post a Comment