Integration weekend: Sep 22-24, we've been warned! | Page 12 | Hubert Financial | Discussion forum

I called today. Was 26th in line. I don’t think I have ever been more than second in line. So I took the *callback option. Was about 10 minutes. Kudos for the effort for sure!! I asked that now my Accelerate TFSA Variable was now under Hubert, was the no transfer out fee in affect.
Answer, yes.

I could feel that my question was disappointing. But it is what it is....some will leave. But for different reasons. Mine is.....I want to remove all TFSA from Manitoba so in the event of death it can be handled out of an office in Vancouver.

I think I spoke to Eric and he gave a good and concise answer. Same quality as would have been before the amalgamation.

*call back option is good, but others seem to not call back from the sequence** that you were in and some turn it off***. And some hang up after holding for 15 minutes****.

**Peoples Trust (they seem to call back late afternoon, and by that time you have given up and gone out to Starbucks)
***Telus
****Peoples Trust

davidgeorge said
I was with Hubert only before. Now, under Access CU, I can't see any of my linked external account. Where can I find my linked external accounts?  

It might have been a good idea to read the emails you received from Hubert starting about 6 weeks ago and this complete thread that began Aug 14.

davidgeorge said
Thanks. I read the email, but have no ideal why I can't find my linked external accounts now.

  

The new website does not support external links or self guided transfers. The links however are still available in the background, so you can call Hubert and ask them to make a transfer to a previously linked bank.

You can make new external links, but it's a different process now.

davidgeorge said
Thanks. Even I need to call Access CU to transfer fund to external accounts, I still need to know what external accounts I have linked. I guess I have to call Access CU to find out what external accounts I have linked. It's too bad that there is no section indicating linked external accounts. Tangerine has such feature.

I will try to make new links if it's not difficult to do.  

Call Hubert at their old number, not Access. They're not open on the weekends.

One maybe able to reconstruct the list of linked external accounts by looking at older monthly Hubert account statements for transfers to/from those external accounts. Each such transfer will have the name of the financial institution and often the last few digits of the account number.

The account number digits won't be there for transfers involving external accounts at Simplii. The name for the financial institution "CANADIAN IMPERIAL BANK OF" crowds out the account number digits that would have been at the end of description text!

Hubert Financial is still there with a separate phone number. Just that it now a division of Access CU instead of a division of Sunova CU.

Has anyone gone on one of their Ontario or Alberta/BC FI’s and done a pull initiated from that other financial institution pulling $ from Hubert after the integration weekend?

cgouimet said
So, use this as a learning moment. It may be a good idea to start documenting where your money is and how to move it around, if only in the event something happens to you and someone else needs to get involved.  

E X A C T L Y well said. If you are the main banker in your house would it not be prudent to document to help your successor?

Loonie said
I have kept a log of transfers in separate PAPER notebook for years. I find it invaluable for ME, never mind a successor.
Paper record avoids login issues for successor to at least know what's going
on.
The newest LG computers use AI extensively - frightening from my point of view. It appears they are designed to only give access to one person, with biometrics etc. I don't know if this can be overridden, or, if so, whether override would persist through updates etc. I suppose this will be the way of the future - until someone figures out what a disaster it is..  

If you want to be safer, buy a Chrome operating system laptop for your banking. ( Or install Linux or Chrome OS on an older laptop if you know how )

They may be willing to continue to allow password access now, but that will be discontinued as soon as they can get away with it.

For medical reasons I don't want to get into, I am a poor candidate for reliable facial or retinal recognition. Fingerprints are for law enforcement only.
By the time most people understand the threat implied in these incursions, it will be too late to reverse them..

There's no threat with one's own computer being able to recognize one's face or fingers.

Most people's computer already have high quality photos and videos of themselves and people they know. Telling the same computer to recognize a match with some of those photos as an authentication factor is not a risk.

They are not going to drop password authentication until one day people decide other methods are more convenient.

All that is just uninformed paranoia.