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Truist Bank (formerly BB&T Bank)

Truist Bank (formerly BB&T Bank) review: Individual retirement account

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6:07 pm EDT
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I have had an IRA account with Truist for the past 16 years. I opened the account through an employer, and at that time, it was with Sun Trust. I used to receive my statements until 2019. About a month ago, I contacted them to transfer my money out of Truist, and they advised me to create an online account to have access to my funds. I created the online account on August 11th, 2022, and clicked on 'Documents' to get my statement. However, I received an error message saying, "Service Unavailable. The service you are attempting to access is currently unavailable. Please try again later. If the problem persists, please call 844-4-TRUIST [protected])."

I called Truist customer service, and they told me to contact the local branch as my account was with them. When I called the local branch, they informed me that the system should be up soon. However, even after two months, I am still getting the same error message online.

I called Truist again, and this time, they told me that they don't know which local branch my account belongs to and gave me the number of the headquarters branch. Unfortunately, there was no option to speak to a real person. So I called customer service again, and they informed me that they do not provide IRA statements online, and I would have to wait to receive them by mail. They also told me that they would need to learn which local branch my account belongs to. Once again, they gave me the number of the headquarters branch, but there was no option to speak to a real person.

I am seeking assistance in getting a statement to transfer my money from Truist to another institution.

Desired outcome: My latest statement and cooperate with process of transferring my IRA money out.

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