Complaints

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:04/04/2025

  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.

  I have been attempting to contact them, unsuccessfully, for two weeks. Now that they have my money, they've ghosted me. I want to change my retirement fund allocations to get my money OUT of the stock market, and I can't get ahold of anyone. I lost thousands in the last week due to their negligence in getting back to me.

  Business Response

  Date: 04/08/2025

  Ladies and Gentlemen,

  Thank you for contacting *. **** Price.

  For security and privacy reasons, we are unable to provide any client-specific information to your office. We will contact the client directly to address the concerns that were raised.

  Sincerely,

  *. **** Price **************

• Initial Complaint

  Date:03/12/2025

  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 have been trying for one week to get some assistance from your company and have been extremely unsuccessful. Every time I use the chat feature, no one is able to help. When I email, no one responds. Why have these two features if no one can help?I called in and I told the lady I needed to do a rollover. She asked all my confirming questions, which I answered. Then, I requested she get on the phone with Fidelity to get my account rolled over. She said "did you tell them to write the check to T ****" I said no because no one has answered any of my questions. I asked her to put us on 3 way. She said "I am trying to keep this call professional." I'm not sure why that was added because I didn't say anything disrespectful. It has just been a nightmare dealing with T **** to get this completed.i finally asked that if she cannot help, to give me to a manager and dial in Fidelity to get this resolved. This should not be this completed. Get the information you need, give me the information I need so I don't have to call Fidelity hang up and then call T **** because T **** has a hard time providing customer service. All I need is my 401K rolled over from Fidelity TO T ****.Please do NOT call me. Email me at ************** so I can have a record of this completed. I cannot handle speaking to your agents who refuse to help.

  Business Response

  Date: 03/13/2025

  Hello, we have made multiple callouts attempts and also sent an email out to you trying to reach you to discuss next steps. 

  Customer Answer

  Date: 03/14/2025

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me. This has not been updated.

  I called back the number to which I was told they not have to call me back because they have no direct transfer. This baffled me and absolutely makes no sense. In addition, every single person you speak to must confirm your identity.

   

  Overall, I spoke to ****** who was able to get my rollover completed.

  
  Sincerely,
  
  ****** *****

• Initial Complaint

  Date:02/23/2025

  Type:Billing 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 a traditional *** account with *. **** **********************. I called them to ask to find out how I can start taking distributions from my account for they said they needed general information for my account, but they are sending me different forms not wanting me to fill in the form just sign it blank but nothing to do with my account. One was for a summit program and the other one was for a mutual fund new account

  Business Response

  Date: 02/24/2025

  Ladies and Gentlemen,
  
  Thank you for contacting *. **** Price.
  
  For security and privacy reasons, we are unable to provide any client-specific information to your office. We (have contacted/will contact) the client directly to address the concerns that were raised.
  
  Sincerely,
  
  *. **** Price **************

• Initial Complaint

  Date:12/12/2024

  Type:Sales and Advertising 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.

  On 12/6/2024 I noticed after trying to log into my account through the app, my online access has been suspended. I called the same day to find out why and no one could provide an explanation other than the fraud department has suspended your account due to possible fraudulent activity. It should take 2 - 3 business days. I later called back on the 9th to see if there was an update and I get the same BS with no explanation as to what is actually going on. In later called back on 12/12/24 and again the same explanation nothing to state what happened or why. I just recently opened this account with in the last 3 months and I am already having issues. Everyone seems to be reading from the same script. I wish I had researched more into this company before actually doing business with them. I was NEVER contacted by anyone stating there was fraudulent activity or attempts on my account before they suspended my online access. Now, Im seeing this as a warning sign. This is not right and needs to be handled differently. Too many consumers having similar issues and yet they are not rated by the bbb. Although I know its not required but in ******* should be. I would like to know what the h*** is going on and some form of professional communication would have been accepted before suspension of my online access.

  Business Response

  Date: 12/13/2024

  Ladies and Gentlemen,

  Thank you for contacting *. **** Price.

  For security and privacy reasons, we are unable to provide any client-specific information to your office. We will contact the client directly to address the concerns that were raised.

  Sincerely,

  *. **** Price **************

  Customer Answer

  Date: 12/13/2024

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
  
  Sincerely,
  
  ***** *****

• Initial Complaint

  Date:11/05/2024

  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.

  I have a 401K plan for over $300K that was transferred to T **** Price by my former plan sponsor. I have attempted to rollover the funds to my current financial institution with my other monies. I called them to initiate the rollover. The agreement was to have a check mailed to my current financial institution where it would be deposited upon receipt. The check was supposedly mailed on Oct 25th 2024. It is now Nov 5th 2024 and the check has not arrived. I called T **** and they said I needed to give it 10 business days. It was mailed **** and had no tracking number. I am in disbelief. I am losing about $50/day for the outstanding fund and they have no awareness as to where it may be. How on earth can they mail a check for that much money w/o tracking? No one will help me. They said I just need to wait and if it doesn't arrive they'll do it again. Or for $30 I can have it overnighted the next time. This is no way to treat large sums of money. Because there are 2 weekends involved in the 10 business days, I am looking at at least 14+ days of lost interest on that money. I need a resolution ASAP and I would like restitution for the lost funds.

  Business Response

  Date: 11/06/2024

  Ladies and Gentlemen,

  
  Thank you for contacting *. **** Price.

  
  For security and privacy reasons, we are unable to provide any client-specific information to your office. We (have contacted/will contact) the client directly to address the concerns that were raised.

  
  Sincerely,

  
  *. **** Price **************

  
  

  Customer Answer

  Date: 11/07/2024

   
  Complaint: 22518126
  
  I am rejecting this response because: no one of any authority has contacted me. each day that passes costing me money!
  
  Sincerely,
  
  ****** *******

  Business Response

  Date: 11/15/2024

  Ladies and Gentlemen,

  
  Thank you for contacting *. **** Price.

  
  For security and privacy reasons, we are unable to provide any client-specific information to your office. We (have contacted/will contact) the client directly to address the concerns that were raised.

  
  Sincerely,

  
  *. **** Price **************

• Initial Complaint

  Date:10/22/2024

  Type:Billing 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.

  T **** Price, herein referred to as "Price," has complicated error after error during the year that I've had an account with them. In September of 2024, I solicited help to move the funds from 2 accounts to ******** after I discovered i couldn't link my accounts to **************** Banks. I had tried to send funds through their online system as many as 10 times. I recently closed the brokerage account and am waiting for a check to arrive in the mail. My major problem is that Price misspelled my middle name ****** as "Matin." When I opened the accounts (depositing a total of $110k), I was assisted over the phone. Price sent me a DocuSign email, and I couldn't see the misspelling on my cellphone. I have poor vision at age 75. I have talked to many well-intentioned Representatives at Price. In the transferring of funds, I have been advised and then contradicted by somebody else when nothing happens. I have roughly $50k in a *** account at ********************** that I am trying to move to ********. After this is done, my accounts at ********************** will be closed. I am an experienced investor and have never encountered similar problems with other investment companies where I have accounts. I have sent ample proof of my correct name. I am a retired business attorney and have had security licensees. I am not asking to do a name change. My name has not changed. It's been misspelled. My concern is that matter could drag on for many months. The same happened when I open the Price account, and I immediately regretted opening it, but it was too late to change. I do not want to send documents by mail because of the very slow response about receipt and then processing. One of the Price **** told me that there are programming problems at Price. I want a person with authority assigned to me to make my name correction and expedite sending *** funds to ********.

  Business Response

  Date: 10/22/2024

  Ladies and Gentlemen,

  Thank you for contacting *. **** Price.
  

  For security and privacy reasons, we are unable to provide any client-specific information to your office. We (have contacted/will contact) the client directly to address the concerns that were raised.
  

  Sincerely,
  

  *. **** Price **************

• Initial Complaint

  Date:09/20/2024

  Type:Billing 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 father had his retirement savings with T **** Price, he had 2 accounts. He wanted to change who managed his saving. We got a new financial advisor to help with the moving of the founds. T **** Price since closed both accounts and transferred only one of the accounts to his new advisor. After speaking multiple times with ********* ******* from T **** Price the other accounts founds still have not been transferred. My father is a senior citizen with dementia. I ****** (his son) has power of attorney. My self and ************ have been working on getting my fathers founds transferred for nearly 18 months with out progress. Again My father had 2 accounts, Both were closed and only 1 was the founds transferred.

  Business Response

  Date: 09/23/2024

  Ladies and Gentlemen,

  Thank you for contacting *. **** Price.

  For security and privacy reasons, we are unable to provide any client-specific information to your office. We (have contacted/will contact) the client directly to address the concerns that were raised.
  

  Sincerely,

  *. **** Price **************

• Initial Complaint

  Date:09/06/2024

  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 the trustee of my deceased friend's trust. I am transferring money from several investment firms to a checking account so I can give money to beneficiaries. TRowe Price requires me to fill out a trustee certification form but will not supply me with one that is valid for ********, which is where this trust was formed. Unlike all the 8 other investment firms I am dealing with, (Vanguard, Fidelity, *** Wealth, ******* and *****, Dodge and ***, etc.,) TRowe wants me to hire a lawyer to write a letter certifying me as trustee. The trust documents do that. I do not have a lawyer. (I did call one to inquire and they had no idea what I was talking about.) TRowe Price will provide no format for their specific requirements. Calling customer service takes forever and no one can help me when I get through. I left 3 messages over a week with ******************* who is managing my case and who sent me the wrong form in the first place, which I called to her attention. I'm sorry I did. I want TRowe to provide me a Trustee Certification form for a NY Trust, to stop requiring that I hire an attorney to transfer my friends money - already in his trust - to transfer his money into the account I have set up to administer his trust. I want them to complete this process within 10 days as all the other firms I'm dealing with have. I want to speak to one person with the authority and expertise to get this money transferred. I do not wish to hear any more about what TRowe Price can't do, or that I need to pay a lawyer $700/hour to write a letter that may or may not please them. I want my friend's money transferred into the bank account I have set up to administer his trust.

  Business Response

  Date: 09/06/2024

  Ladies and Gentlemen,
  
  Thank you for contacting ************ Price.
  
  For security and privacy reasons, we are unable to provide any client-specific information to your office. We will contact the client directly to address the concerns that were raised. For your reference, please use case number 06589224.
  
  Sincerely,
  
  ************ Price Services, Inc.
  

• Initial Complaint

  Date:08/26/2024

  Type:Billing 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 husband died Dec 2023 and since then I have been trying to gain access to his SEP **** As the sole beneficiary, I have provided *. **** Price with all documentation requested since then. It is now almost September 2024 and I still do not have access to this account. (I agree with another customer complaint here that it seems as though *. **** Price is intentionally trying to withhold funds.)Every time I call *. **** Price, a different *** gets on the phone to put me on a 'brief' (but long) hold. Only to come back to tell me that they are requiring some other documentation. The latest document they refuse to help me fill out (per phone call 8/26/24).I have sent their required documentation via **** and certified mail over the course of months.Additionally, I have settled (3) other retirement accounts with ease and courteous, professional assistance. Our family is suffering through a tragic loss and this is NOT ACCEPTABLE, NOT customer service and is wrong on so many levels. *. **** Price needs to have a meeting among their people and address this concern asap.

  Business Response

  Date: 08/27/2024

  Ladies and Gentlemen,
  
  Thank you for contacting *. **** Price.
  
  For security and privacy reasons, we are unable to provide any client-specific information to your office. We will contact the client directly to address the concerns that were raised.
  
  Sincerely,
  
  *. **** Price **************
  
  

  Customer Answer

  Date: 09/03/2024

   
  Complaint: 22196126
  
  I am rejecting this response because:
  *. **** Price is again not addressing my concern and their representatives have not resolved this issue.

  As sole primary beneficiary, I have asked for access to my late husband's account since December 2023 and I still do not have access to his account.

  
  Sincerely,
  
  **** ********

  Business Response

  Date: 09/10/2024

  Ladies and Gentlemen,

  
  Thank you for contacting *. **** Price.

  For security and privacy reasons, we are unable to provide any client-specific information to your office. We will contact the client directly to address the concerns that were raised.
  

  Sincerely,
  

  *. **** Price **************

  Customer Answer

  Date: 09/13/2024

   
  Complaint: 22196126
  
  I am rejecting this response because:

  Business is not allowed to not provide adequate customer service especially when a client's money is involved.
  
  Sincerely,
  
  **** ********

• Initial Complaint

  Date:07/31/2024

  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.

  I borrowed money from my retirement account and messed up payments. They defaulted to $1,770 every 2 weeks. I don't make that much money and I'm in a financial hardship right now and they won't change my payments to a more manageable price. I need to get my loan extended so I can afford to pay all my bills

  Business Response

  Date: 08/02/2024

  We are working to see if there are any other options here and we will be reaching back out next week. 

  Customer Answer

  Date: 08/06/2024

   
  Complaint: 22071420
  
  I am rejecting this response because it's a generic response to get more time. Next week comes around and another payment comes out. I'm ***** dollars short for bills next week. I'm ***** dollars short for bills on September 1. This is working from 7:30 am to 11 pm every day and eating once every 2 or 3 days. Please stop being difficult and help me lower the payments for me to pay back my own money. I will even give you the rest of what I owe if you would just help me lower payments before next week 
  
  Sincerely,
  
  *********************

  Business Response

  Date: 08/09/2024

  Hello - we have been trying to call you but have not been getting an answer. This is the # we have - **************. Is there a better #. Thanks 

  Customer Answer

  Date: 08/20/2024

   
  Better Business Bureau:
  
  I have reviewed the response made by the business in reference to complaint ID ********. My phone is correct per their response. It's all good now. I have everything covered and cancelled my contributions to this company. I would prefer to have no retirement than have it managed by **********
  
  Sincerely,
  
  *********************