Integration weekend: Sep 22-24, we've been warned! | Page 10 | Hubert Financial | Discussion forum

I haven't had a chance to log in yet. I'm wondering if the monthly auto amount i had withdrawn from my td account and transferred to my hubert savings account is now cancelled as they don't link to external accounts? I want it cancelled just didn't have a chance to cancel it before the switch over.

The good:
- setting up the access online accounts was easy and quick - no issues
- the accounts look good (no surprises)
- the quarterly 1 year term is still available with no changes (to the best of my knwledge, it is the only one out there)
The bad:
- not able to open term accounts online - need to call
- opening a term account takes 2-3 business days (according to the CSR)
- all external account links are gone on the transfer page
- need to call in for external transfers (it is not clear if I need to re-create those links or not)
- next interest date is missing even when you click on the account details (they show the maturity date, so you have to subtract 3-6-9 months to figure it out for a 1 year term)
- I had to wait about half an hour until they took my call - maybe this will improve in time - but I was used to a few minutes wait with Hubert

Briguy said
I forgot to mention in previous posts that the Access Credit Union customer support was always very nice when I called them, and they were quick to answer the phone in the past, so hopefully the staff from Hubert and Access Credit Unions will continue the good work. I never had an Accelerate account so I can't comment on them.  

Accelerate used to be good.

phrank said
So with Hubert I was used to seeing the overall RRSP account with its contract number and then the GICs inside that RRSP account.

Now every RRSP seems to have it's own account number with no associated contract number and spousal accounts don't seem to have a designation anywhere that they are spousal accounts and are lumped together with regular RRSP GICs etc.

To add to the spousal account situation, I tried to open a new RRSP to see if they would allow a spousal account and I see 2 contract numbers, but both say they aren't spousal accounts. So seems I'll have to call them as it appears they've screwed that up.

Another issue occurred with one account only, where my password wasn't accepted for a while after creating the new account. I thought maybe I copied and pasted incorrectly so I tried to recover the password, but it wanted a mobile number to recover. I never gave it a mobile number, only an email. Luckily the password worked after a few minutes, but otherwise I would have to wait until they were around to call because their recovery process required a mobile number to validate.  

Good point. Can we still see the contact # for TFSA, RIF or RRSP?
What about contract # if you had TFSA, RIF or RRSP at both Hubert and Accelerate?

It's just brutal trying to contact them for help. They messed up our account and then it's over an estimated 30 min wait in the queue if you call or through the chat it said I was 27th in line and no one answers the messages you leave. If you don't have an account with this organization, I wouldn't recommend it at this time and we're looking at our options. It's been nothing but cuts for a while at Hubert, but now put on top of that you can't contact them it's not a place I could recommend.

I am also confused, and not clearly explain.

According to Hubert web site:
14-day grace period after renewals (just in case you want to make changes!)
Is the Term deposit can cancel within 14 days or only allow change to other term? any extra interest or no ?

Secure 2-Way Messaging: send secure messages through desktop online banking or the mobile app.
Can I request redeem 1 year Term deposit by secure messages, or I need to call ?
Can I use secure message to buy new Term deposit, or I need to call?

I guess you have the 14-day grace period to change you mind on a GIC, so you can cancel or change the terms but all interest accumulated will be lost.

Hubert had secure chat but CSR will not take instructions on the chat to buy/redeem GIC or transfer money. I had to call them.

I doubt the secure 2-way messaging will be different but I am not going to call and wait 30 minutes to ask now.

I talked to a rep and apparently you can no longer setup a regular monthly transfer with interac using e-transfer you will need to call. This is kind of crazy I think I will be closing my account

phrank said

friskyib said
@mw

I just checked my TFSA and RIF Accounts. No successor and no maturity directions. And my member number appears to be my Accelerate member number on both Accelerate and Hubert TFSAs.

More good points on what's missing. Hubert drew me there with their rates and kept me there with their good service, but that appears to be ended now.  

Every time that Hubert or Accelerate made a system change, something gets lost. When Accelerate made a change we lost the ability to see that upon maturity, that a GIC would have funds move to savings account vs automatically renew in the form of a new GIC. That then requires another phone call just before maturity.

And I am not interested in waiting for someone to answer the phone.

Oaken has done a much better job of having a lot of information all online from a login....vs waiting for a statement. Not that the statement told us anyways.

Access is forgetting about us “all online” only customers. If they want to say the system is good enough for our walk in customers and screw the online only customers ... then they will loose as the competition is doing a better job.