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            Business ProfileforPoppy Bank

            Bank

            At-a-glance

            Customer Reviews

            This business has 0 reviews

            Customer Complaints

            5 complaints closed in last 3 years

            3 complaints closed in last 12 months

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

            Related Categories

            Business Details

            Location of This Business
            438 1st St. #100, Santa Rosa, CA 95401
            BBB File Opened:
            10/12/2018
            Number of Employees:
            1

            Industry Tip

            BBB Tip: How to choose a new bank or credit union

            Customer Complaints

            5 Customer Complaints

            Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

            File a Complaint

            Most Recent Customer Complaint

            03/08/2024

            Complaint Type:
            Billing Issues
            Status:
            Answered
            It has been several weeks since my brother *************************, submitted his resignation as trustee of the ******** Family Trust that was set up by our parents in 2017. Since the beginning of February, I have provided Poppy Bank with my brother's notarized resignation letter, a second copy of the trust stating that I am the successor trustee if my brother resigns (which Poppy Bank already had a copy of), and proof that the *** on the Poppy Bank accounts were assigned to the Trust. I have had numerous phone calls to both the Roseville and the Oakmont branches of Poppy Bank, as well as an in-person visit to the Roseville branch; however, my authority over the trust accounts has continued to be denied with no legal or logical explanation. Calls that were supposed to be returned by both branches were never returned. I was also informed that the delay was caused, in part, because Poppy Bank could not locate the original account information due to some sort of software update that occurred a few months ago. Currently, the reason being provided to me is that the documentation is still being reviewed by Poppy Bank's legal department.I have never experienced a more egregious lapse of customer service and fiduciary responsibilities as I have experienced from my dealings with Poppy Bank. My brother, who resides in Cloverdale, resigned as trustee due to being declared legally blind and losing his driver's license at the end of January. Under these circumstances, he cannot simply pop into the Oakmont branch and withdraw money to pay bills. It would require a four-hour round-trip bus ride for him to do so. Additionally, he is understandably not comfortable writing checks from a trust account that he resigned his legal authority over on January 29, 2024. Therefore, these funds continue to sit in limbo, and practically speaking, the trust has no access to its own funds.
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            Customer Reviews

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