Scott Forler Review of Quest Trade
New account set up for Canadian with US residence ...
New account set up for Canadian with US residence a nightmare. Customer support group is polite but no one actually proactively helps you complete the setup process. Long wait times aggravate the situation, along with no individual who actually stays with you if there is a need to call back. You end up explaining everything again.
I have been a satisfied customer for five years, but trying to roll over to a RIF has been awful.
Still waiting for someone to help!
-update Jan 15, 2020
Shortly after insisting to speak with a supervisor, I was contacted by the supervisor of sales. He acknowledged a broken process when it came to US residents who were Canadian citizens. He then made and kept his promise to stay in the loop until my application completed. I am thankful for his concern and help. Hopefully they will address this issue procedurally. Their customer service people are very professional but cannot be effective in this case. Until then I recommend escalating as soon as you start having to explain your situation the second or third time to a different person who is following up on your application.
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