Extremely disrespectful bank. Today I spoke with customer service. They just throwing me away and then don't answer my remaining questions. I don't recommend this bank to anybody. Don't bring your money there. Better give a try to more reliable institution.
Nice people working there but there systems are horrible. UBS is supposed to work for me, bot the other way around. When I first had the account (5 years ago) I was notified via mail that I had to make a withdrawal to avoid tax penalties. I did that but still continued to receive notices in the mail on a weekly basis for at least a month. They acknowledged a system issue and said it was fixed. Since then I never hear anything and I have to call them each year to see if Inhave to make a withdrawal. Even worse they have to manually calculate the amount and constantly ask me to provide info that should be in their files. Not ask me to verify, but ask because they don't have the answer.
I am trying to liquidate some of my holdings and I'm getting conflicting info on that too.it's my money you don't have the right to block me from selling if I want to, your job is to ADVISE not hold my money hostage.
I inherited an IRA from a friend in 2019. It took a year for Trenton to give out waiver to release funds. Talked to someone two weeks ago at ubs after they received waiver and they told me they would call me back and never did. Talked to someone today and said they would call me back today or tomorrow. Still haven't released restricted fund account. Im counting on the person I spoke to today to call back today or tomorrow. The problem is every time you call you will get a different advisor on the phone and you have to start from scratch . It seems every time you talk to an advisor they come up with a different answer as to what the inheritance rules apply. I'm really counting on this person I spoke to today to get back to me as they said they would.
I have been with UBS for 15 years and the services has been really good.
They deserve 0 stars but it does not let you do that. Do not waste your time with UBS. Terrible customer service. Worst experience I have ever had with a financial investment company.
Excellent financial services! Had one of the best experiences as an intern here and would definitely recommend applying.
