Lack of Customer Service
I opened three 529 accounts with BlackRock and I transferred them to another company in 2017. I needed a contribution history from 2014 through 2017. However, I called customer service and was instructed to use "Access on line" to download the transactions. Their system will not validate my request and I called the CS again and they instructed me to try again and hanged up the phone. I called again and explained the lack of ability to get validation to access my account. CS told me that I need to try after couple days since they need to update their system to account for my inquiry to access my accounts. I tried dozen more times in two different days and I got the same response. On 4th day I called back again and they passed me around to couple CS staffs and their final response was that " I need to file a paper request for access through a completed form with my NOTORIZED signature. It is ridicules to go through the whole notarized signature process for access to accounts that have "$.00" balance. It seems that lack of knowledge and lack of respect for customer is their operando.
By Hassan S.