Integration weekend: Sep 22-24, we've been warned! | Page 17 | Hubert Financial | Discussion forum

In an attempt to get some transfers done between Hubert and some other FIs, I used the Hubert phone number and asked for a call back. I was told that would be about 17 minutes; an hour later I finally get a robotic voice calling me to say that someone would be with me shortly. Instead, I got a series of static and clicks and nothing else for several minutes. So I hung up, and used the Hubert chat to get a promise someone would call me 'tonight' - I hope that means before midnight!?

The agent did tell me that they are not limited in what amounts you can transfer using them as intermediaries on the phone. Thus, unlike the E-transfer which seems to be limited to $20,000 per month, calling in is "better". (gee, imagine you had say $200,000 at Hubert you wanted to move out by E-transfer - it would only take you ten months!)

I sure hope Access gets their game together soon, especially allowing clients to move money around to other FIs themselves via the web site.

Among other issues, I noticed that on their FAQ, it now says they will only link up to 3 external accounts. For now at least, you can keep the ones you had but this will not be attractive to newcomers. They obviously still have the capacity to allow more, but have chosen not to. It seems they want to hold our money captive for as long as possible.

Are you saying we will have an online push pull? Or is that still a call to Hubert?
My Accelerate Account was a savings account but to use the ATM card, the account used on the screen was “chequing”.

To add insult to injury, at least one of their pages now labels my HISA as a chequing account. Would that Hubert actually offered cheques, to circummvent the 10K limit.!

I plan to pull all my cash money out of Hubert, due to Hubert non confidence situation. They say that either or an Accelerate or Hubert pull link will work. But do admit they are still different transit numbers. Perhaps cross referenced? But maybe screwed up too? My money was from Accelerate so was suggested to use the Accelerate link. This pull will be temporary until things settle down.
Apparently you can still use your ATM card or the Accelerate cheques until some time in December, if that helps.
Am also in process to transfer out all TFSA cash as well. The TFSA was always in our plans and has nothing to do with the Hubert non confidence situation.

The only thing left at Hubert that is potentially worthwhile is the quarterly one year GIC., but I am getting much better rate right now in savings at 3 different FIs, so why bother? - at least for non-registered.

I like them too, the quarterly. I hope they keep them but for some reason I doubt it. But time will tell and plans are made to be revised.

If I were Larry Davey, I'd be out looking ofr another job asap.

Maybe....but maybe the “peon” in charge should be. Or if just new....will be written off as learning experience. I must admit the phone service is still excellent. I was afraid that the new Accelerate folks would take over the helm under the direction of Bree (who is not customer service oriented) ... but so far hasn’t appeared.

My plan at present is to give them untilk year end to clean up their act in a seriousway. And I think they need to let us in on profit sharing - should there be any.

Yup. My end all plan is similar. Pull out all TFSA, pull out some RRIF, keep quarterlies, non registered cash, an some RRIF. If quarterlies go....that money will go elsewhere. (I can still open up Oaken Bank or Peoples Bank) I have RRIF with Oaken and you know how your hands are tied there! So extra RRIF withdrawals are easier at Hubert. Will give it a few months.

But watching Oaken’s rules of withdrawals, one can manipulate smaller amount GICs to enable full withdrawals annually....to meet your plans.

rhvic said
In an attempt to get some transfers done between Hubert and some other FIs, I used the Hubert phone number and asked for a call back. I was told that would be about 17 minutes; an hour later I finally get a robotic voice calling me to say that someone would be with me shortly. Instead, I got a series of static and clicks and nothing else for several minutes. So I hung up, and used the Hubert chat to get a promise someone would call me 'tonight' - I hope that means before midnight!?

The agent did tell me that they are not limited in what amounts you can transfer using them as intermediaries on the phone. Thus, unlike the E-transfer which seems to be limited to $20,000 per month, calling in is "better". (gee, imagine you had say $200,000 at Hubert you wanted to move out by E-transfer - it would only take you ten months!)

I sure hope Access gets their game together soon, especially allowing clients to move money around to other FIs themselves via the web site.  

Have you tried pulling?

i had 4 of my accounts not post interest, 2 RRIF variable accounts, and 2 RRIF GICs that had an anniversary date of yesterday and should have had accured interest posted like it always did in the past. Ive called multiple times and they keep saying give it a few days. i was getting angry so asked for next level, instead they gave me one of the old accelerate staff which at least sent my request to the IT dept and said he'd give me a follow up email tomorrow. i will let bloggers know tomorrow if i get that email . Thanks for the contact of the vice president of virtual banking, if i dont get anywhere tomorrow ill be contacting him .

friskyib said
Just downloaded statements for September from HUBERT.
Mine 31 pages....no HISA
Spouses 17 pages....no HISA

Hubert.....this is NO good!!!  

Kinda wasteful if you print as instead of page breaks as necessary, we now have a page break per account. I review and save but never print so it's a minor issue for me ...

cgouimet said

Kinda wasteful if you print as instead of page breaks as necessary, we now have a page break per account. I review and save but never print so it's a minor issue for me ...  

So far what I have found in those pages is Hubert ONLY investments, NO Accelerate!!! I think some one forgot to program in a summary like statement and now this!!! If you want a one pager you can now get that from the website but the info there is lacking on that one page.

friskyib said

The Oaken statement is for your HISA only though. So what I do is every month, I print to PDF all the pages available. Just to have a monthly record of what GIC's I have just in case something goes awry and then I can back track when any issue may have occurred.  

Yes.

I have suggested to Oaken a Monthly version of their Annual Portfolio report but with transactions during the month ...

No reply, yet ...

I sent a letter to Greg Rutherford also, just got a reply that him and Tanya are working on issues. Like Friskyib , I like a detailed account of my GICs and RRIF ect, things arent showing. Plus my interest was missed on 4 accounts , after they sent the email that the interest is fixed! When i call they just keep saying working on it! Does anyone else have missing interest after they sent an email that all the interest is fixed? Im starting to think its just me

Are everyone’s Hubert September 2023 statements dated September 1 to September 22? Any transactions between September 22 and 30 are not shown. Also, I purchased two 1-year quarterly term deposits on September 21 (within the statement date) which are not included. I am glad to see that they are shown when I view my account online though.