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Email this7:14 pm
February 4, 2017
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It took the wife and I a bit to get setup. Snailmail.
I find the website awkward but not a deal breaker.
Service and communication are excellent.
8:38 pm
April 6, 2013
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Dean said
Yes, I find Hubert to be 'old school' and awkward to get an account set up. It's one of the reasons I haven't gone through with them yet. In addition, because we recently moved, our cheques no longer have our correct address on them.
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Does Hubert require the cheque to have the current address?
To confirm personal identity under dual process method, Hubert will have to use two different sources to verify two of the following three things:
- Name and date of birth
- Name and address
- Name and a deposit, credit card or other loan account with a financial entity.
According to FINTRAC: Methods to identify individuals and confirm the existence of entities, the cheque can only be used to verify #3 and not #2.
6:22 am
November 7, 2014
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"Does Hubert require the cheque to have the current address?"
Many cheques, my own for example, do not have addresses printed on them. It is an option, not a requirement. So, I wouldn't worry about the address on the cheques, until it's time to order more. A utility bill would be good to verify address.
7:43 am
March 3, 2019
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SavingIsGood said
All points are right to the point! I am not familiar with Merid/EQ but Hubert guys are top notch.
Hubert does not have 'secured messaging' system and only way to instantly communicate with them is by Chat or Phone. Ladies follow your instructions to the letter, are very efficient and knowledgeable.
Since joining Hubert I closed ALL hisa accounts I had all over the Canada as few 0.1% difference in 'limited time offers' interest is NOT worth all the juggling, transferring, etc. Unless you are moving millions of dollars per day bit NOBODY will allow you to do that anyway.TFSA transfer fee is moot point; wait until Dec 31, withdraw money and move it to other fin.inst.
Forgive my ignorance, but how would you withdraw the money and move it to another inst.?
9:34 am
January 4, 2015
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goodhello said
Forgive my ignorance, but how would you withdraw the money and move it to another inst.?
You can link in external accounts to transfer between. If you want you can also ask for all the transit/routing/account numbers to do so from a 3rd party as well.
10:38 am
December 20, 2016
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goodhello said
Forgive my ignorance, but how would you withdraw the money and move it to another inst.?
Hubert makes this process very easy. You set up the link yourself when you are logged into your account, providing all the details of your external account.
Hubert sends a micro deposit (eg: 0.55 cents) to the external FI, in a couple of days, then you go back to your hubert account, enter the amount of the micro deposit as a way of authentication, and you're done
Stephen
12:22 pm
May 22, 2015
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any one successful setup linking Hubert financial savings account from Tangerine Bank account login?
That means login Tangerine Banks account: and able to transfer money in or out the Hubert savings account?
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