Complaints

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

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• 

  Computershare, Inc.

  250 Royall St Canton, MA 02021-1011

• 

  Computershare, Inc.

  655 Montgomery St Ste 1240 San Francisco, CA 94111-2630

• 

  Computershare Investor Services

  2 N La Salle St Chicago, IL 60602-3702

• 

  Computershare, Inc.

  2 Cityplace Dr Saint Louis, MO 63141-7096

• 

  Computershare, Inc.

  118 Fernwood Ave Edison, NJ 08837-3852

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:10/22/2023

  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.

  It took me almost 2 years, $100 in fees and $300 in attorney charges to cash out $500 worth of stocks held by Computershare. We needed to replace my mothers lost certificates and then sell these shares. I have recorded about 12 calls, each between 30 min and 2 hours, with each requesting additional items to be sent to them. **** only, no email accepted. They requested a notarized letter of instruction, ***** of ********* copy of drivers license, Medallion Signature Guarantee, and a $50 check. Then after I called 30 days later they need A letter signed by an attorney of the law firms letterhead dated within *************************************************************** 30 days they said they needed a letter signed specifically stating request to sell shares because my original letter stated cash out shares. Then after another 30 days they said the request was rejected because they didnt have the **** which had been sent to them multiple times prior! Wow! I would hope Computershare would try to understand the customer's perspective in addressing these issues. I would also like to receive reimbursement to my $304 attorney fees and the $50 check submitted for the "absence of a "Medallion Signature Guarantee" which nobody used anymore.

  

  Business Response

  Date: 10/30/2023

  Good Day -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/30/2023

  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. 

  [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,

  ******

   

  Computershare has asked for information regarding this complaint. Please see below for requested information.

  Name of the security and/or stock XEROX HOLDINGS
  The name in which the account is registered, exactly as it appears on the statement and/or
  certificate. ****************************;(AS STATED IN PREVIOUS COMMUNICATION)
  All possible mailing addresses. 844 DEEP SPRINGS DRIVE (AS STATED IN PREVIOUS COMMUNICATION)
  Account number ***********
  The stock certificate number (If known) UNKNOWN
  CUSIP number as it appears on the certificate (If known) 98421M106
  Social Security Number or Tax Identification Number associated with the account (if you wish to
  release this information) NOT NECESSARY
  

   

  

  Business Response

  Date: 11/27/2023

  Good Afternoon,

  Please refer to our prevoious response, dated November 20, 2023.  Please contact us at ************ should you have any additional questions.

  Thank you.

  Customer Answer

  Date: 11/27/2023

  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. 

  They said "please refer to their response dated Nov 20th". I do not see a response dated Nov 20th. I have yet to see any response from the business as the first communication dated Oct 30th was just more questions, which I 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,

  ******

   

   

• Initial Complaint

  Date:10/18/2023

  Type:Order 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.

  My mother passed away 07/05/2023. We have been attempting to sell her stock in ****************** We are required to deal with Computershare. We have now been doing this for two months and have sent all required ORIGINAL documents including: death certificates, Letters Testamentary, Medallion Signatures on documents, etc. We are continuously told that we now need to do this, or we now need to do this. There latest gimmick is telling us that they don't accept the Medallion Signature done by CHASE BANK and they will send us a list of who we should use. We simply want to sell the stocks so the payment can be made to the estate thus allowing us to settle her accounts and try to get on with our grief process. Please help us. It really shouldn't be this hard.

  

  Business Response

  Date: 10/25/2023

  Good Morning -
  Please see attached response.
  Thank you.

• Initial Complaint

  Date:10/17/2023

  Type:Order 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.

  Im having issues getting Computershare to send me info so I can transfer my shares to another company. They have been incompetent and unhelpful, and have refused to implement an address change despite being instructed to do so by the custodian of certain accounts. Every time I ask Computershare to do anything, they make it impossible. Other companies require a copy of a drivers license, but ******************** requires a certified copy of my birth certificate to do what it was legally obligated to do after speaking directly to the custodian.

  Customer Answer

  Date: 10/28/2023

  I have not heard from the business in response to my complaint.

  

  Business Response

  Date: 11/03/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 11/06/2023

  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. 

  It is entirely false that I provided a Social Security number in the background when my father was authenticating the account.  I do not know my fathers Social Security number, he provided it himself.  It is disappointing that Computershare, which has numerous consumer complaints that indicate a pattern in practice,  is claiming a made up reason and blaming me for why they failed to do something as simple as update an address.  When I was on that same phone call,  the representative did not indicate there was any issue with the authentication provided by my father.  She said that he would have to provide authentication for each individual stock, which is ludicrous.  Computershare had said that only one authentication would be required, but it did not honor that.  
  

  I have made a very simple request, that computershare have a supervisor contact me by phone to help me resolve these issues. I am working to get all of my holdings transferred to a different holding company, as soon as possible.

  By refusing to change the addresses after the custodian authenticated himself and requested the change, Computershare is  slowing down my efforts to comply with their process.  I am 56 years old, and have held these stocks since I was a minor. Obviously, I am no longer a minor.

  
  FAQ
  
  Regards,

  *********

   

   

  

  Business Response

  Date: 11/13/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 11/15/2023

  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. 

  Computershare continues to be unhelpful and obstructionist.  It did not include forms in its prior correspondence, as claimed.  Of course my father does not know my social security # and it's ridiculous to assert that he should be able to provide it "without assistance" to authenticate himself as the custodian of the account.  That makes no sense.  In addition, Computershare did not state that he "failed" authentication - rather, they said they could only change the address on the one account and that my father would have to reauthenticate himself for each other stock holding, which is ridiculous and nonsensical.  So Computershare has contradicted itself.  This is a miserable company that would rather counter a BBB complaint with unhelpful assertions, which they have internally contradicted on multiple occasions, than do what I have requested - have a competent person call me to assist.  Any company that would rather send such letters, rather than actually help, is showing it has no respect for its clients, the BBB, or anything.
  
  Regards,

  *********

   

   

• Initial Complaint

  Date:10/06/2023

  Type:Delivery 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.

  I have owned shares of **************************** symbol HNP, for more than 20 years The company (HNP) was delisted from the *********************** in 2022. It is no longer listed as one of the companies Computershare manages. This has prevented me from being able to access my account on line. I have found that shares of HNP are currently being traded on an Over-The-Counter market under the symbol HUNGF. I have submitted a sell order over 2 months ago and it has not been executed. So, I have several problems.1. Why has Computershare removed this company from those other active companies preventing your own clients from registering or accessing their accounts, especially since it is still being traded 2. Per my phone conversation with your customer service rep. on *********, my account for this ********************** has not been updated as required. *************************** trades on a different market with a different symbol. None of this this reflected on my account.3. I submitted a sell order on the Transaction Request Form provided by Computershare. This form is specifically designed for "Market Orders" and is similar to those used by other agents. Computershare has failed to execute this order in a timely manner causing some financial distress. I hope Computershare can perform their fiduciary duties as required and complete this sale.

  

  Business Response

  Date: 10/25/2023

  Good Day -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/31/2023

  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. 

  [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.
  
  The response from Computershare did not clarify the exact status of my account shares and actually raised more questions. They also stated that a notice was issued to "all" *** holders on July 12, 2022 and that a copy of this notice was provided for my records.I have previously stated that I was not notified and I stand by that statement. This notice referred to in the Computershare response as Encl (1) was not provided

  I have received a response from Computershare (CS) concerning my BBB complaint #********. I consider this response as incomplete for the following reasons. 1. The letter from CS dated Oct 25, 2023 did not include the Encl(1) which was the notice of termination. They also stated that a notice was issued to "all" *** holders on July 12, 2022. I have previously stated that I was not notified and I stand by that statement. Your office has acknowledged the fact that I did not have an online account with your ********************** Center. If this was the means of notification, that would explain why I was not notified. That would also explain why some other stockholders were not notified. Please tell me by what means and the date that I would have been notified. This matter may be forwarded to the Attorney Generals of the appropriate states at a later date. 2. The letter also stated that the *** Deposit Agreement between BNY Mellon and *************************** (HNP) was terminated in Oct/2022. I'm not a lawyer and I do not consider myself a sophisticated investor, so this does not clarify the information I need. My account states that I own 507 shares of HNP. Have these shares disappeared? Does CS have these shares or not? If not, where are they? If so, why are they unavailable to the marketplace? The devalued shares of HNP are currently being traded under the symbol HUNGF. So, the termination of your agreement does not explain why my shares can not be sold. Are my shares transferable? 3. Computershare has noted that the second letter dated Sep 21,2023 contained some inaccurate information. It is my opinion that the first letter I received from CS, which was dated Aug 25, 2023, also contained misinformation. In order for me to get to a point where I could discuss my specific account, I had to provide several pieces of pertinent information. The reason I called was because I could not find a quote for HNP or any other data. Your **************** Representative (CSR) could not provide any answers to any questions.I made a strong request to talk to a supervisor. She told me I would be called back within 3 days. I never got that call. It is my opinion that your CSR knew there was no fraud threat. Why would a fraudster demand to talk to a supervisor? I believe this department was disturbed because I was so adamant about talking to a supervisor. I think they arbitrarily decided to stonewall my effort to find out what was going on by reporting this to your Financial Crime Unit, thereby putting this problem on the back burner. If CS was so sure there was a fraud attempt, why wouldn't the account owner be notified? This would have been the first  thing a credit card company would have done. Yet, CS shut down the account leaving the account inaccessible  and never notified the owner. I have contacted your customer service ***** a total of 3 times. Each time, your CSR made a commitment to perform one specific action. None of those actions were ever successfully completed. This type of service does not build any confidence in the performance of your company. In regard to this item #3, I would recommend that someone review your procedures and processes. 4. In closing, I would like to state that all of these letters written and complaints filed concerning this matter are a result of poor communication from CS. Every attempt that I have made to talk to anyone that could answer my questions were thwarted.    
  

  
  

   

   

   

  
  
  Regards,

  *******

   

   

  

  Business Response

  Date: 11/10/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 11/16/2023

  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. 

  In reference to complaint #********. I received a response from Computershare dated Nov 10, 2023. I rejected this response because they failed to address two items that was in my correspondence dated Oct 31, 2023. 1.Computershare stated that they notified all ADR holders on July 12, 2022. Since I have never had an online account with your ********************** Center, I asked by what means and the date that I would have been notified. 2. Computershare also stated that these shares are no longer traded on the *** market. If you would check the symbol HUNGF, you will find that the devalued shares of HNP are being traded. So, why is it that my shares can not be traded/sold? 

• Initial Complaint

  Date:10/01/2023

  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.

  Last year, I began a process of attempting to sell a mere ten shares of *** stock that were bought for me by my mother in roughly ****. I no longer have the original stock certificates, those being lost years ago. Since I was a child at the time that the shares were bought, she had a custodial account, having control of the stock. For whatever reason, when I turned legal age, the stock shares were not transferred to my name. My mother died in 2019, at the age of 80. I didn't want to do anything regarding the sale of the stock until last year, when I was told to contact Computershare and fill out innumerable forms to transfer the stock to my name and sell the ten shares. Because of atrocious customer service, I filled one form and another and another over the course of some ten months. I have provided the company with my birth certificate, my mother's death certificate, and the requisite bank-stamped (medallion) forms for the transfer and sale of the shares. This process was finally completed in August, I believe. I have not heard a word from Computershare since...nor have I received a check for the shares that are now presumably sold. I am hoping not to have my lawyer get involved to take legal action against the company. I am requesting BBB's help in finally resolving this matter. Thank you.P.S. My account number is ***********. I am STILL receiving dividend checks for some reason, the last one received in mid-Sept.

  Customer Answer

  Date: 10/12/2023

  I have not heard from the business in response to my complaint.

  

  Business Response

  Date: 10/12/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/16/2023

  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 # ********. I was informed at least twice by various agents at Computershare that I had filled out ALL necessary paperwork to transfer the ten shares to my name and sell them. I will be contacting the ************* ************************* about this matter, particularly as it looks like this is par for the course for Computershare (losing documents, misplacing documents, etc.)

  Regards,

  *********************

   

   

  

  Business Response

  Date: 10/17/2023

  Good Afternoon,

  As previously indicated, for ************** convenience, we have enclosed updated transfer request forms in our direct response to him. Should ************ have other account related questions, he may call us at ************ during regular business hours. Please note that any available representative can assist him.

  Thank you.

  Customer Answer

  Date: 10/21/2023

  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 # ********. I would further ask that Computershare check its records for the missing paperwork that I have already submitted. If the company needs to make contact with me, it should be done at my convenience, not theirs. They should reach out to me not **** versa; my number is ************.

• Initial Complaint

  Date:09/18/2023

  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.

  For 2 years since my father's death I have been. Trying to close his account.I have done everything they asked for. Including papers from my lawyer and the courts. They have sent me replies each time requesting a "Medallion" this company is aware that the Madalion is not obtainable in ******. I sent them $50.00 cause on lady told me to just do the cash to pay for the paperwork. They sent me to companie links to get a Medallion. Again they know these don't help ******. One was for ******** the other was for outside north America. I was even on the phone with this company and computer share and had them tell computer share that they don't help *********. Over two years I have sent paper work and letters telling them a Medalion can't be gotten. And they keep send me links knowing full well these companies don't help. I don't know what to do.. I have asked on numerous occasions to speak to someone who can help me. Each time I get a supervisor (one was on With ******* comapany) I need help dealing with this company to close my Father's assets up.

  

  Business Response

  Date: 09/28/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 09/28/2023

  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. 

  [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,

  *****

   

   

  Customer Answer

  Date: 10/02/2023

  I have submitted everything 50 times to the address you have provides. DO you know how much money it has cost me to have everything printed and copied and sent out..

  I was also told the 50 dollar check would be sent back to me. That did not happen.

   once again, -  I Will not be sending out anymore paper work. Your Company has EVERYTHING!!!

  I have attached my Father's account info. 

  Let's get rhis resolved. I am sick of trying to find someone in this Company to help me resolve this. I have also reached out to my Father company he worked for and got the shares From. U believe they need to know how hard it is for Candians to work with Computer share if a loved one passes away. This should not be hard. 

   

  *************************

   

   IBetter 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,

  *****

   

   

  

  Business Response

  Date: 10/10/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

• Initial Complaint

  Date:09/13/2023

  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.

  Money from 2 accounts in my mom's trust were escheated to ************* using wrong address (where they never lived). To get funds from *************, they require letter from Computershare with correct address at time of escheatment. I sent proof of correct address at time of escheatment. They required it from Fidelity. Fidelity sent proof of correct address at time of escheatment. Twice I've been told they sent a letter for each account. I finally received one with incomplete correct address. Then I received another with incorrect address. And no letters for one of the accounts. All I need are two letters, one for ******* acct and one for Frontier acct, stating the CORRECT address at time of escheatment based on the proof they've received twice. I hope BBB does not consider this matter resolved when Computershare sends a form response as it does to the ****** reviews. Thank you.

  

  Business Response

  Date: 09/21/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 09/21/2023

  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. 

  Computershare has incorrect information that the address at time of escheatment was **********************************************************  The Fidelity Revocable Intervivos Trust UA 12-7-93 under my Mom's (*********************************) name and social security number and my Dad's (*******************************) name is listed as the original owner on the escheated funds.  I have sent proof and Fidelity has sent proof that for my mom's trust account address at the time of escheatment was ********************************************************************  My parents, ********************************** and ******************************** never lived in **********, **.   

  If Computershare refuses to update the address at time of escheatment based on documents proving the correct address, then I would like to receive documents proving your continued insistence that the correct address was **********************************************************     I would like to mention that I did a basic internet search and learned that there is a ********************************** with husband ******************************* listed at that incorrect address in **********, **.   I have sent proof of their correct address which you refuse to acknowledge. Please send proof to support your firm acceptance of incorrect information in the face of additional facts. 

  Also, I first contacted Computershare by phone on 12/14/22.  After the following dates of making calls and sending proof of correct address, I have not been able to resolve this issue so I will not be making additional calls as you request.  Here are the dates of my calls to Computershare:   12/24/22,  1/5/23,  3/15/23, 4/14/23,  4/24/23,  5/23/23,  5/31/23, 6/9/23,  6/12/23, 6/23/23, 7/26/23, 8/9/23, 8/16/23 and 8/24/23.

  I look forward to receiving proof of refusing to correct my parents' address from one where they never lived to the correct address at time of escheatment.

  Thank you.

  
  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: 10/02/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/03/2023

  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. 

  In response to Computershare letter of 9/21/23, I spoke with ****** at Computershare on 10/2/23 and confirmed that the social security number (***) on accounts C0004281713 and C0002582732 ending in **** match ************************************** (hereafter Mom) *** and the *** on her trust acct with Fidelity.

  To date, neither Computershare nor Fidelity can explain why Computershare held ******* and Frontier shares for Mom's trust account. I, as daughter, executor after she passed, and co-trustee on her trust account since 2016, was told that the proof for correction of address at time of escheatment submitted by me was unacceptable and that it must come from Fidelity who provided Computershare with the OH address. In response to Computershare requiring a letter from Fidelity of correction of address at time of escheatment, Fidelity sent two letters, 5/12/23 and 6/7/23, directly addressed to Computershare stating that the correct address at time of escheatment was ******************************************************************* and they included, as proof, a copy of her entire trust statement for September, 2018.

  In response to Computershare's comments about time.  It is clear that the inaccurate and false address in OH has been on Computershare records for years.  Time does not create accuracy or truth. At no time would my mom have received any dividends or correspondence because she never lived in **********, **. Since neither Fidelity nor Computershare can explain why or how they held these shares, and since the address was wrong, it is understandable that my mom never knew.  If the correct address had been in the system, she would have received the dividends and funds would not have needed to be escheated.  I also respond that the over 4 years since escheatment is irrelevant.  The day I learned that funds for her trust account were in possession of ************* Unclaimed Funds, I started work on the claim for these funds.

  Please correct the address at time of escheatment on both accounts to the true and accurate address of ******************************************************************; ***** and send me a letter for each account to confirm the correction.

  Thank you.
  
  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:09/12/2023

  Type:Customer Service 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.

  I am the trustee for my parents who passed away 2/20 and 7/22. Since 3/23. I have been attempting to liquidate ************************************ their name. The stocks were held in physical certificates which could not be located. I completed every form required of me, paid them $103.52 which they requested, paid my attorney $250 to send them the required paperwork and still have no resolution. On 8/29/23 I sent them as they requested, an updated Affidavit of Loss. Calls to their office route me to their customer service reps who have been absolutely no help whatsoever. This has truly been one of the most frustrating experiences, dealing with an inferior phone system and poorly trained customer service representatives. It appears they do everything they can to either deny or delay the request. Grieving the loss of your parents while handling their affairs, only to be treated as poorly as Computershare has treated my has left me extremely upset. I am only asking for what I am *********** and Computershare is doing everything they can to block this.

  

  Business Response

  Date: 09/21/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 09/24/2023

  [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:09/06/2023

  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.

  Opened an account and they took my money. They locked my account before I could even log in. They demand a notarized letter before they will give me access. This is going to cost me $50. They have no explanation as to why my account was locked. I only received one letter with my account info and nothing else.

  

  Business Response

  Date: 09/15/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/26/2023

  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 sent them the information they requested and to date I have not heard anything and my account still shows nothing. 

  

  Business Response

  Date: 10/26/2023

  Good Afternoon -
  Please see attached response.
  Thank you.

  Customer Answer

  Date: 10/31/2023

  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. 
  

  it has been many more than the ten days they asked me to wait for something in the mail.  I have not received anything.  I am still not able to log in.  I will try to call them and try to get through again.

  [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,

  ****

   

   

• Initial Complaint

  Date:09/06/2023

  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.

  I am 85 years old and received a statement from this company where I was being deducted about 28% for back up witholding since 2019 because I had to verify my social. After COVID I became very ill and still do not go out anywhere by myself. I was able to have my daughter help me and after speaking to the company they advised how to correct this issue, we did, sent out a letter requesting & explaining how I was not aware of what I had to do and requesting the withholding to be returned. Unfortunately I received a denial letter.

  

  Business Response

  Date: 09/15/2023

  Good Afternoon -
  Please see attached response.
  Thank you.