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Wells Fargo / brokerage and mortgage

1 United States Review updated:

my husband and i had stocks and bonds in brokerage accounts with wells fargo for many years and other cap acts and savings and checking acts as well.
my husband passed away in 2005 on a trip to india. since 2006 i have been trying to close my joint accounts including the cap and brokerage accounts.
i am now 80 years old and at end of life hospice care for terminal illness
my daughter swapna thakur is my POA and has been trying to submit all kinds of documents that the estate processing people have asked for and one after the other the documents are not good enough for your representatives. i have gone to the bank when i was well for over two years to the wells fargo branch in main st freehold nj 07728 and had all paper and documents notarized and faxed and filled out by the branch managers and still was told the official death certificate which was used for all legal and financial purposes in the united staes was accepted .but your bank did not and told me i had to go back to india and get the original death certificate from the city he died in and than have it aposolet by the us embassy to close out my joint accounts
after 12 long years and having some family member making several trips was able to get the death certificate and along with letter of authorization and tax waiver form faxed to you all for last two months my account is still frozen.
your brokerage accounts department personnel sonia, brie, mr scott smith have had my daughter and me running in circles like dogs and still they keep coming up with new tricks to perform for them my daughters has been handling this for me and she is a very sick and disabled person and your demands are just too !!!
she has faxed you and sent certified mail to you all documents that any sane person could want even down to marriage certificate birth certificate us naturalization
certificate but your people keep asking for more or deny they received them and the documents keep changing from rep to rep. you also hold the mortgage account for my house in little egg harbor nj which i don't know how you attained! and after submitting the death certificate which by the way was fine and acceptable in 2006 still have my husband name on the mortgage and any escrow checks sent to me can not be cashed as they require his signature!!! he is dead!! i have asked them repeatedly to remove his name but they do not and i don't know if they will even release the house to my children once i am gone which may be very soon you have made a mess of my husbands retirement arrangements for me and most of all you have held my money for over 12 years without even trading so i don't even know how much loss you have caused me!! you have over sees staff who don't even let you speak to supervisors or make complaints they don't even understand what you are saying
you have made me open up numerous acts telling me i need to open the accounts so the money can be deposited in it and it never was than you charge me so much money to service the accounts !! you have falsely held my money and refuse to give it back and i will be seeking an attorney unless you rectify and compensate me for all the loss i have occurred due to these unfair practices!!

Sw
Dec 21, 2018
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Comments

  • Ed
      24th of Jan, 2019
    0 Votes

    I no longer trust this bank, those who clean the offices are undocumented.

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