Menu
Register
Write a review File a complaint
E*Trade Financial

E*Trade Financial review: Joint brokerage account 1

T
Author of the review
3:25 am EDT
Verified customer This complaint was posted by a verified customer. Learn more
Review updated:
Featured review
This review was chosen algorithmically as the most valued customer feedback.

I created a joint brokerage account with my wife last week on Thursday. The website stated that I would be approved in 24 hours or less. By Sunday, I still did not have access to the account to make trades, so I called. I was told that my wife needed to submit her social security card and driver's license. So, I uploaded those two documents. I called again and was told that everything looks good and I will be approved, most likely, early Monday morning. I waited until Wednesday morning to call, as I sill do not have access. I was told that my joint application had a wrong digit for the social security card number, as the application did not match the photo uploaded of my wife's ss card. He then stated that she needed to submit a w-9 to get the account approved. I asked why, isn't the photo of the ss card all you need? He didn't respond, but rather just restated that she needs to submit her w-9. I asked why again? he said he would look into it and then restated that she needs to submit her w-9, but rudely this time! Very unprofessional, as he could not provide an explanation and started yelling at me while repeating the same BS line about her w-9.

Claimed loss: Time, a lot of time!

Desired outcome: I would like my joint brokerage account to be approved or please cancel my account and return the $2000 funds that I transferred into E*Trade.

Confidential Information Hidden: This section contains confidential information visible to verified E*Trade Financial representatives only. If you are affiliated with E*Trade Financial, please claim your business to access these details.

1 comments
Add a comment
P
P
P. Mach
,
Jun 27, 2024 3:54 am EDT
Verified customer This complaint was posted by a verified customer. Learn more

This is a joke. You’re getting the runaround from people who don’t know their job. Cut your losses with this unprofessional outfit and find a brokerage that respects your time and money. If they can't handle a simple account setup, imagine the headache when you actually need support. Move on and don’t look back.

  1. E*Trade Financial Contacts

  2. E*Trade Financial phone numbers
    +1 (800) 387-2331
    +1 (800) 387-2331
    Click up if you have successfully reached E*Trade Financial by calling +1 (800) 387-2331 phone number 0 0 users reported that they have successfully reached E*Trade Financial by calling +1 (800) 387-2331 phone number Click down if you have unsuccessfully reached E*Trade Financial by calling +1 (800) 387-2331 phone number 1 1 users reported that they have UNsuccessfully reached E*Trade Financial by calling +1 (800) 387-2331 phone number
    Securities or Bank
    +1 (877) 921-2434
    +1 (877) 921-2434
    Click up if you have successfully reached E*Trade Financial by calling +1 (877) 921-2434 phone number 0 0 users reported that they have successfully reached E*Trade Financial by calling +1 (877) 921-2434 phone number Click down if you have unsuccessfully reached E*Trade Financial by calling +1 (877) 921-2434 phone number 1 1 users reported that they have UNsuccessfully reached E*Trade Financial by calling +1 (877) 921-2434 phone number
    Retirement Specialists
    +1 (800) 838-0908
    +1 (800) 838-0908
    Click up if you have successfully reached E*Trade Financial by calling +1 (800) 838-0908 phone number 0 0 users reported that they have successfully reached E*Trade Financial by calling +1 (800) 838-0908 phone number Click down if you have unsuccessfully reached E*Trade Financial by calling +1 (800) 838-0908 phone number 0 0 users reported that they have UNsuccessfully reached E*Trade Financial by calling +1 (800) 838-0908 phone number
    Stock plans
    +1 (866) 503-2856
    +1 (866) 503-2856
    Click up if you have successfully reached E*Trade Financial by calling +1 (866) 503-2856 phone number 0 0 users reported that they have successfully reached E*Trade Financial by calling +1 (866) 503-2856 phone number Click down if you have unsuccessfully reached E*Trade Financial by calling +1 (866) 503-2856 phone number 0 0 users reported that they have UNsuccessfully reached E*Trade Financial by calling +1 (866) 503-2856 phone number
    Credit cards
    More phone numbers
  3. E*Trade Financial emails
  4. E*Trade Financial address
    1271 Avenue of the Americas, 14th Floor, New York, New York, 10020-1302, United States
  5. E*Trade Financial social media
  6. Andrew
    Checked and verified by Andrew This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    Jun 29, 2024
E*Trade Financial Category
E*Trade Financial is ranked 68 among 321 companies in the Cryptocurrency category