Complaints

This profile includes complaints for Alegeus Technologies, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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• 

  Alegeus Technologies, LLC

  280 Congress St Ste 1005 Boston, MA 02210-1023

• 

  Alegeus Technologies, LLC

  10100 W Innovation Dr Ste 150 Wauwatosa, WI 53226-4871

• 

  Alegeus Technologies, LLC

  1601 Trapelo Rd Lbby 2 Waltham, MA 02451-7357

• 

  Alegeus Technologies, LLC

  101 Southhall Ln Ste 400 Maitland, FL 32751-7243

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:04/12/2023

  Type:Billing Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  In March 2022 my HSA was transferred to WealthCare after I changed jobs. I only became aware that I have been having fees applied on my account in March 2023, when I needed tax information. By the time I noticed, $43.40 worth of my money had been siphoned off in "administrative fees" each month. I called on March 24th, asked to have the fees reversed, and was given a reference number of ****** and told that I would be contacted in 1 to 3 business days.By April 3rd (more than 5 business days later), I had not received any contact whatsoever. I called again and was told that the fees 'couldn't be reversed as they were legitimate.' I expressed that I was frustrated and would be closing my account, and the representative simply wished that I would continue business with them as she ended the call. She did not inform me that when I had my account closed and moved to Fidelity, which was finalized on April 10th, I would be charged an additional $25 for absolutely no reason. I called once again on the 10th to ask why this fee was charged without informing me and was told that it would be looked into and I'd hear back on April 12th, which has also not happened.So I am left with a mere $14.92 out of a contributed $83.32 to my HSA. I don't understand how it's acceptable to steal more than 80% of the account value for precisely zero service or benefits. I also can't see how a functioning business can claim they will follow up on inquiries, only to fail to do so repeatedly.At this point the only thing I want is the fees reversed and the original total of $83.32 transferred to my Fidelity account.

  Business Response

  Date: 04/14/2023

  Hello ********,  
  
  Please accept this as acknowledgement and response to BBB complaint #********. We do apologize for any inconvenience incurred with the administration of your ************** Account (***).  
  
  After careful review of your ***, we can confirm that on April 15, 2022, your account was reassociated from Redsail Technologies to a retail *** with WealthCare Saver Prime as custodian. At that time, a letter was sent to the address on record, *******************************************************************, which served as notice of the account reassociation. The retail customer agreement and other disclosure documents, which included the *** Fee Schedule disclosing all monthly and periodic fees for the ***, were made available within that communication.
  
  We will reverse three benefit admin fees, totaling $11.85, as well as the account closure fee of $25.00, as a courtesy, and a check for $36.85 will be sent to ********************* Again, we do apologize for any inconvenience this may have caused. Please respond should you have further questions. 
  
  Regards,  
  
  WealthCare Saver Team 

  Customer Answer

  Date: 04/17/2023

  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ******************

• Initial Complaint

  Date:03/16/2023

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  WealthCare won't let me close my HSA. I never agreed in opening an account with them in the first place. I received a paper in the mail stating that my HSA administrator was changing to WealthCare because I had switched jobs and that they were applying a monthly fee to my savings. Absurd. I am no longer with the employer that opened my HSA and I wanted to transfer the money to my personal bank account. I called WalthCare and they suggested I should keep it open and invest the money so that it could grow. I invested part of the money but instantly realized that their fees would drain all the money that was added to the savings account until I had nothing left. I tried canceling the transaction since it was still pending, but they said it wasn't possible. The company made sure to make it extra hard for people to close their accounts. The company said they won't close my account because I have to transfer all the invested money back to my savings but their website won't let me do it. Also, they only allow you to fax or mail the closing form to close your account. In the meanwhile, the company has been applying fees and draining all my money.

  Business Response

  Date: 03/17/2023

  Hello Heloiza,
  
  Please accept this as acknowledgement and response to BBB complaint #********.
  
  After review of your ************** Account (HSA), we can confirm that on January 23, 2023, your employer sponsored HSA reassociated to a retail HSA with WealthCare Saver as custodian. At that time, a reassociation letter was sent to the email address on record. The reassociation letter included a link to the WealthCare Saver retail terms and conditions, including a full disclosure of HSA and Investment fees (administrative and investment).
  
  It does appear that all funds have been transferred out of your investment account and credited to your HSA and you have completed an account closure form. The balance of the account has been disbursed and a check has been issued in the amount of $746.26. This check was mailed to the address on file, ***************************************************************** 
  
  During this period two Benefit Admin fees totaling $7.90 and a closeout fee of $25.00 were charged, we have reversed these fees. These funds will be issued in a separate check as the closeout had already been completed.This check for $32.90 has also been mailed to the address on file, ****************************************************************. We apologize for any inconvenience. Please respond should you have further questions.
  
  Regards,
  
  WealthCare Saver Team

  Customer Answer

  Date: 03/20/2023

  [A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.]
  
  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  Heloiza *********************

• Initial Complaint

  Date:02/14/2023

  Type:Service or Repair Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This is the second time I filed BBB complaint. First, they sold my shares automatically during recession which caused me lost in thousand funds, secondly they keep charging me fees and my HSA transfer failed. I put $72 in my initial request, but it FAILS because they kept charging me nonsense fees. I spoke with ****** in the phone for one hour and half, and we talked to Fidelity to put ALL transfer. So okay, I'm willing to let the $5 go because I cannot wait to close my account and be done with them. So total money I should receive should be $69. HOWEVER, I only receive $54, WHere did the $15 go? What kind of fees again I have to pay? Not only I LOST my money during the market, but I have to keep paying for nonsense fees JUST for closing the account and for this terrible service.

  Business Response

  Date: 02/16/2023

  Good afternoon, ****,   
  
  We apologize for the time and trouble caused during this period. We have refunded the Benefit Admin Fee of $4.50 and the Account Closure Fee of $15.00. A total of $19.50 was transferred to Fidelity on 2/15/2023 via check and your WealthCare Saver HSA was closed on 2/16/2023.    
  
  We do rely on automation to minimize manual processing, as is the case with the processing of your requests. Unfortunately, however helpful automation can be, sometimes it is not as user friendly as we may like. We thank you for your feedback and intend to use it to better our processes going forward. Please contact us should you have any further questions. 

  Customer Answer

  Date: 02/21/2023

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  I checked my HSA account and I haven't received the check on my HSA account. Did the check get send over mail?

  [You must provide details of why you are not satisfied with this resolution.  If you do not enter a reason for your rejection, your complaint will be closed as Answered.]
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  ****

   

   

  Business Response

  Date: 02/23/2023

  Good morning, ****, 
  
  We again apologize for the trouble this has caused. We refunded fees totaling $19.50 and closed the account on 2/15/2023. Check #****** for $19.51 was issued and sent to ****************** Services, LLC Attn: Check Processing ***************************************************. This is the same address we sent your funds to previously. The check is typically processed and received within 7 to 10 days, however there may be additional processing time for NFS to post the credit to your account. Please contact ****************** Services in the coming days to verify they have received the check.

• Initial Complaint

  Date:01/20/2023

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Alegeus (WealthCare) drags its feet in giving you YOUR OWN money, and apparently makes money by holding onto YOUR money for as long as possible. My former company transferred my HSA to Alegeus (WealthCare), I submitted a transfer request on December 22 through my new HSA, Alegeus responded on Jan 5th that I first need to go in and liquidate my investment portfolio, as if that is a separate request from my request to PLEASE GIVE ME BACK MY MONEY. They also cancel my request to transfer MY MONEY, and claim that they'll automatically open a new transfer ticket once my investments are liquidated. Okay so I go in and try and liquidate my portfolio, and apparently that takes over a week for them to accomplish. There is no email from them nor is there a new automatic ticket opened for transferring after the portfolio is liquidated. So I check back periodically and finally find out that the investments have finally finished liquidating on Jan 19th, so I email them and ask them to please open their automatic ticket or whatever. And they email me back saying "Please conform if you wish to process the transfer request", with "confirm" mispelled as "conform", as if this is some new request and maybe instead of transferring my money I want to slowly transfer the money to WealthCare via their fees.Now I don't know what you call business conducted in this fashion, but I am having to email them multiple times and jump through all sorts of hoops just to get them to give me back MY MONEY that I never asked them to hold in the first place. Over the last 2 months since my money has been in their grasping little hands they've charged me biweekly fees. Granted this is only about 30 dollars in fees or so, but I am entirely against the principle of holding MY money for as long as possible, whittling it down with fees, dragging their feet in returning it to me, and their overall unprofessionalism. Give my money immediately.

  Business Response

  Date: 01/25/2023

  Hello ******,  
  
  Please accept this acknowledgement and response to BBB complaint #******** 
  
  After careful review of your ************** Account (HSA), we can confirm that on November 21, 2022, your account was reassociated to a retail HSA with WealthCare Saver as custodian. A request to transfer assets was received on 1/3/2023 but was unable to be completed as the portfolio balance had not yet been liquidated. On 1/11/2023, an investment transfer of $13,031.24 was completed. There seems to have been some miscommunication as to the next steps which resulted in further delay in processing your transfer request. On 1/19/2023, an email was received requesting the transfer be completed and sent to a new custodian, Health Equity.  
  
  During this period an investment fee of $7.18 was charged as well as an account closure fee of $25.00. We have reversed these fees, as of 1/25/2023, these funds will be disbursed to the new custodian. We apologize for the inconvenience. Please respond should you have further questions. 
  
  Regards,  
  
  WealthCare Saver Team 

  Customer Answer

  Date: 01/25/2023

  [A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.]
  
  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ****************

• Initial Complaint

  Date:01/16/2023

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Wealthfront saver managed my HSA through my employer. They sold out my investment without my permission on Sept 28, 2022. WHEN THEY SOLD MY INVESTMENT, THEY DID NOT RETURN THE ****************************************** August 2022 vs. November 2022, I have 76 worth shares of VTSAX, but the last statement shows only 56 worth of shares. I MISSED 20 shares which is equal to $1940 in dollar amount. I never sold my investment or touched my portfolio AT ALL.They sold out my investment, yet they didnt return the missing shares. I called them multiple times and escalated this twice, and spoke with the two managers, ******* and ******. on Dec 28th 2022 and Jan 6th, but they never gave me a call back. Ticket number 381288.This is a financial fraud, they made mistakes with my HAS investment, and they didnt fix it.On top of that, I also have to pay worthless fees in investment and benefits account fees for these terrible mistakes.

  Business Response

  Date: 01/20/2023

  Hello Novi, 

  Please accept this as acknowledgement and response to BBB complaint 18819565.

  After careful review of your ************** ******* (***),we can confirm that on September 15, 2022, your employer sponsored *** reassociated to a retail *** with WealthCare Saver as the custodian. At that time, a reassociation letter was sent to your physical and email address on record. The reassociation letter included a link to the WealthCare Saver retail terms and conditions, including a full disclosure of *** and Investment fees (administrative and investment). 
  
  During this reassociation period, WealthCare Saver was also in the process of migrating investments to a new investment solution.As custodian, we published notification letters to all investors informing them of this migration and the instructions should you choose to self-liquidate your investments, otherwise the custodian would liquidate on your behalf on the specified liquidation date. Three individual notices related to the investment migration were sent via email to ************************* and via **** to the address on record, *************************************************************************************. The mail dates were August 8, 2022, August 15, 2022, and October 7, 2022.
  
  On September 28, 2022, the liquidation of investments occurred, as communicated in the mailed correspondence, resulting in funds depositing into your *** deposit account as intended. However, the reassociation of your *** overlapped the liquidation of investments, and the investment auto-transfer feature in your *** was not disabled, thus any funds transferred into the *** deposit account continued to automatically sweep back to the investment account from your ***. The enablement of auto transfer to investments resulted in a delay in the liquidation and migration of your investment account.
  
  On October 11, 2022, a file processing issue resulted in a duplicate investment transaction being posted to the *** deposit account. Since the auto-transfer feature was enabled, funds from the deposit account continued to sweep to the investment account.
  
  On November 7, 2022, WealthCare Saver processed a balance adjustment to the *** to recover the errant duplicate investment transaction. This transaction can be evidenced on your 12/31/2022 quarterly *** Statement.
  
  On November 28, 2022, WealthCare Saver mailed a follow-up letter to the address on record, ************************************************************************************* advising you of the delay with the original liquidation event planned for September 2022. Refer to the attached copy of this communication.
  
  We have reversed the ********************** Fee and Paper Statement Fee and credited your *** for $23.00, this was processed on January 19, 2023. Additionally, please advise should your mailing and or email address require update.
  
  We do apologize for this inconvenience. Please respond should you have further questions.

  Regards,
  
  WealthCare ******* Services Team
  
  
  

  
  

  Customer Answer

  Date: 01/21/2023

  This response doesn't explain why there is a mismatch in my total shares. 

  Why is on August statement shown that I have 73 shares while in November statement it says that I have 56 shares. Where did the 17 shares of VTSAX go? With today's market, this means I miss 17 * $95 = $1615. Statement in September says 0 and October shows I have 120 of VTSAX shares, this is incredibly confusing. But before you sold my investment in Sept, I have 73 shares. Before and after should match. Your previous response doesn't explain this at all. I want the missing shares to be returned. 

   

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  [You must provide details of why you are not satisfied with this resolution.  If you do not enter a reason for your rejection, your complaint will be closed as Answered.]
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  Novi

   

   

  Business Response

  Date: 01/24/2023

  Good afternoon, Novi,

  Please accept this acknowledgement and response to BBB complaint 18819565

  Over a period of 3 months there were offsetting transactions that created a cycle of owning, selling, and repurchasing the same securities. When an investor holds shares in a security without additional purchases of that security the value of each owned share fluctuates but the number of shares stays unchanged, however during the period in question, the securities were not continuously held. A range of factors influenced this including, Custodial liquidations and the system respecting an auto transfer feature that remained active. This resulted in 3 separate cycles of holding, selling, and purchasing the same security but each time at a new value. As reference from the securities in question, the initial, September 27th, 2022, full liquidation of ***** shares of security VTSAX occurred at a share value of $88.55. The share value subsequently went up and the number of shares available with a comparable purchase amount went down. The purchase of the same security on November 15th occurred against a share value of $97.48 for the same shares. This resulted in a lower number of shares purchased. Ultimately, an uncommon series of sells and buys occurred. Each new purchase of the same securities was impacted by market fluctuation, which subsequently impacted the volume of shares purchased. While we understand the confusion, please be assured that the calculations are accurate, and the investment holdings value is tied to market volatility.

  We do apologize for this inconvenience. Please respond if you have further questions.

  Regards, 

  WealthCare ******* Services Team

  Customer Answer

  Date: 02/01/2023

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  I just got another charge for $23 for HEALTH ACCOUNT FEE on JAN 20. WHY? WHY AM I PAYING $23 for? Is this how you make money by running garbage product for your customers? I have initiated the transfer from Fidelity but it hasn't completed because now you AGAIN charge my account for $23 bucks A MONTH. I wasted hours and hours to understand this issue and typed emails, made calls, which shouldn't have been happened in the first place. And you just said that you SOLD my shares when it is LOW and bought it again when it is HIGHER? When looking at this statement, You SOLD my shares in Sept, and in OCT you made a MISTAKE by crediting the account twice and then in November you SOLD and BOUGHT AGAIN? IS THIS WHAT YOU CALL PROFESSIONAL service? How on earth people are not FURIOUS when this happened on their investment account that's almost worth 10kt? And you sent a FORMAL letter in December that stated that this didn't happen, while it actually HAPPENED. I'm not paying this kind of service for $5-$8 a month. I want ALL THE **** from the day I account opened, which is in EXACT $124.5 to be returned and $500 to my HSA to compensate my loss and frustration. This is unbelievable. 

   

  [You must provide details of why you are not satisfied with this resolution.  If you do not enter a reason for your rejection, your complaint will be closed as Answered.]
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  Novi

   

   

• Initial Complaint

  Date:11/18/2022

  Type:Customer Service Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Starting on 11/11/22, I was trying to liquidate the investment portion of my HSA account with Wealthcare so that I can perform a direct transfer to another HSA bank. However, each time I tried to liquidate one of the investments I would receive an error preventing me from selling all my shares for a particular investment. The error is this, "Transaction request to liquidate has failed. A position trade has not settled and not all shares can be sold."This is the ticket I filed with them on 11/14/2022: #****** There are no outstanding trades for the investments I'm trying to sell. I did not perform any trades prior to 11/11/2022. To make things worst, their investment branch is not reachable by phone or directly accessible. I cannot speak directly to the investment support people to resolve my issues. I have to go through their standard HSA people which provided zero understanding of the investment side. Their customer service is the worst. I have been on the phone with them all week and for countless hours but no resolution yet. I just need to be able to liquidate all the investments that I own so I can perform a transfer to another bank. It appears that they are holding my fund hostage since there is no reason that I cannot sell all my investments since 11/11/2022. As of now 11/18/2022 at 11:45 AM, I still cannot do that.

  Business Response

  Date: 11/22/2022

  Hello ****************, 

  Please accept this as a follow-up to the BBB complaint received, with regards to the liquidation of your WealthCare HSA investment account.  After review of your HSA transaction history, it appears there were recent transfers from your investment account to your deposit account since 11/1/2022, refer to the detail below of all investment to cash account transfers.  There is one investment transfer that will post at the close of business 11/22/2022, for $24.27. 

  There is a remaining balance in your investment account, appears to be $79.86 for which you will need to liquidate the associated shares prior to requesting the balance in your deposit account be transferred to a new custodian.  Could you please initiate a full liquidation of this remaining balance and advise should that error message reappear?  

  
  Posting Date **** Code Transaction Type Transaction Description Credit or Debit Transaction Total
  11/03/2022 150 Transfer from WealthCare Investments to HSA DIVIDEND TRANSFER FROM INVESTMENTS TO HSA Credit 40.83
  11/07/2022 150 Transfer from WealthCare Investments to HSA DIVIDEND TRANSFER FROM INVESTMENTS TO HSA Credit 17.67
  11/16/2022 150 Transfer from WealthCare Investments to HSA DIVIDEND TRANSFER FROM INVESTMENTS TO HSA Credit 3.07
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 1998.98
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 1239.96
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 1749.95
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 1994.94
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 10049.76
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 10419.75
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 10449.75
  11/16/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 10429.75
  11/17/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 11.2
  11/22/2022 150 Transfer from WealthCare Investments to HSA TRANSFER FROM INVESTMENTS TO HSA Credit 24.27

   

  If you continue to experience delays, please reply to this message with the best available phone number to reach you and we will have a supervisor from our member services department make contact with you.  

   

  Best, 

  WealthCare Account Services 

  Customer Answer

  Date: 11/22/2022

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  My whole issue is trying to liquidate to begin with. I am trying to liquidate  the remaining $79.86 of the different shares but the system is preventing me from doing so.  Why is it that I cannot liquidate??? That is my complaint.  If you have to, do liquidate my remaining $79.86 so I can transfer out.  I need to transfer out and you guys are preventing me from transferring.
  
  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  ***

   

   

  Business Response

  Date: 11/28/2022

  ****************, 

   

  We are going to have a Supervisor from our ****** Services team contact you via phone within 24 hours to walk through the liquidation process online.  

   

  Can you confirm you are still receiving the same error message, as originally reported? 

   

  Regards, 

  WealthCare Account Services 

  Customer Answer

  Date: 11/29/2022

  Better Business Bureau:I have reviewed the response submitted by the business and have determined that the response does not satisfy or resolve my issues and/or concerns in reference to complaint # ********. Please add your rejection comments below; if you do not provide any details, your complaint will be closed as Answered. 

  Yes, I'm still having issues with liquidating my investments.  I'm still getting the same error.  I cannot believe it's taking me 20 days and counting to liquidate my account.

  Businesses and Customers should be civil, courteous and polite in their responses to complaints. It is important to remain professional and productive when participating in the BBB complaint process.
  
  FAQ
  
  Regards,

  ***

   

   

• Initial Complaint

  Date:10/11/2022

  Type:Service or Repair Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  What Wealthcare Saver Prime is telling me is that. I has my HSA account transferred to them when I was let go from my current employer. They claimed this happened in Jan. 2022. I was not made aware of this from my employer, because I was never fire and still currently work for the same company. Regardless, based on the statements I received on 10/04/2022, it looks like they had my money for all of 3 months, since July. During that time, they charged me several admin fees and paper fees. Totally to around ***** based on what was transferred back into the Anthem account. After now around 2 hours sitting on the phone with them, they are refusing to refund the fees they accrued during the time they had my funds. If I had known they had the funds in the first place I would correctly this promptly, as they should have never had the funds in the first place. I made it clear that I did not sign their disclosure agreement or give my company any type of power of attorney to do so either. Basically, they should have never had the money in the first place or have been managing to accrue any fees. The first time I received a statement was on 10/04, which was around the same time they transferred back to Anthem, but less their fees. I do not agree with their opinion of the fees and feel it is right to refund them to me. Mostly because I was never aware of them having my funds until I received the statement on 10/04 and by that time, they had already sent my money back where it belonged less fees.

  Wealthcare ***************** | ********************************************** 02451
  

  Business Response

  Date: 11/01/2022

  Hello ********************,

  Please accept this as custodian response to consumer complaint #********.  We do apologize for any inconveniences incurred with the administration of your ************** Account (***).  

  Your Anthem *** with ********************************* was opened on 1/1/2020, and on 12/31/2021 the account status of the *** was terminated by Anthem and reassociated to a Retail ***. At the time, Reassociation notices were sent to the email on record, which is ********************* which served as notice of the account reassociation to retail.  The retail customer agreement and other disclosure documents , which included the *** Fee Schedule, disclosing all monthly and periodic fees for the *** were made available within the communication.  At the time, the *** was enrolled in paper and electronic statements,thus subject to the $1.50 paper statement fee, this is a quarterly statement fee of which we have record of three fees, at $1.50 each. As well, there is a monthly ********************** Fee that was charged, seven fees, at $3.95. 

  Please accept this as confirmation that a total of $27.65 fees have been reversed and credited to your ***. 

  Please log into your *** website (portal), and confirm all demographic information, including email address is correct to ensure future communications are received timely. 

  Again, we apologize for the inconvenience.  

  Sincerely, 

  WealthCare Saver Account Services 

  Customer Answer

  Date: 11/03/2022

  [A default letter is provided here which indicates your acceptance of the business's response.  If you wish, you may update it before sending it.]
  
  Better Business Bureau:
  
  I have reviewed the response submitted by the business and have determined that the response does satisfy my issues and/or concerns in reference to complaint #********. I understand that by choosing to accept the business response that my complaint will be closed as resolved. 
  
  Regards,
  
  ***************************