ComplaintsforAlegeus Technologies, LLC

• Initial Complaint

  07/17/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  Old employer rolled HSA to Wealthcare, owned by Alliges, by accident when my relationship ended.On 7.16 after 1 hour on the phone, found that pdf forms need to be filled, faxed, they would mail check or send to checking acct only, not my HSA. This causes a tax hit and I want my monies asap, not in a month. The company's practices make it very difficult for customers to move their money. Understood, they want to earn interest on it. however, I'm now retired and time is of an essence.I'm filing this complaint sense I called one of their competitors and they were able to wire the funds and I was on the phone a total of 15 mins. Why can't Wealthcare do it? They can, they just don't want to make it easy.I don't know if this is illegal but it seems like it would be since banks have 3 days *** to close accounts after requested.It's MY money and they won't cough it up. I will try closing the account, maybe that will work. Maybe call center peeps are trained in how to stall to keep their customers.

  

  Business response

  07/19/2024

  Hello ************,  
  
  Please accept this as acknowledgement and response to BBB complaint #*********. We do apologize for any inconvenience incurred with the administration of your ************** Account (HSA).     
    
  After a change in employment, a ************* Account (HSA) will reassociate to our Retail instance with WealthCare Saver as custodian. When this occurs, a Reassociation Letter is sent to the email on record, this letter provides instruction as to the next steps. As to your specific concern, on 7/18/2024, we sent you an email to try to clarify this concern. Please respond to that email so that we may understand the issue better and provide the appropriate response and instructions to move forward. We completely understand your frustration and please know, we are here to help and apologize again for any inconvenience caused.  
    
  Regards,     
    
  WealthCare Saver Team   

• Initial Complaint

  04/16/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  t started with me trying to set up my bank account for depositing the funds that are in there. There is a validation system in which you have to enter three amounts that are posted. However, after waiting two days for the posting of these amounts I noticed two finally showed up. I called customer service to inquire why there isn't a third amount, they said that I would have to wait. I waited another day, and still, there weren't three amounts posted. I tried two separate accounts and nothing was being posted. I verified on my end multiple times the routing number and the account number. There were only two amounts that were ever posted to multiple accounts. Every time it took two to three days to post, and upon entering the web portal to try and validate that the amounts that I saw were posted, I would receive an email saying that the validation process had failed. I attempted this multiple times for almost two weeks. Every single time I spoke to a representative and even a supervisor they said that they would remove the account so I could start again and that I would receive a call back for an update, which would never happen. It would be removed, then upon waiting for the posting, as of this morning, it was posted while away from home. I go home to pull up the portal, and I see validation failed, before even being able to enter any amount for verification ( mind you it still only shows two amounts posted on the recent attempt). I have been transferred to a department to close my account, however, they are telling me there would be a 25 dollar fee to close my account. To close my account I am being penalized because of their failure to have a system that works. Their validation system is archaic and doesn't work, and when I requested to have my account closed, and the amount sent to me as a check, they told me they would charge me 25 dollars for it. I am filing a complaint right away with the Better Business Bureau. Why am I to be charged for their failure to provide service.

  

  Business response

  04/24/2024

  Hello ***********,    
   
  Please accept this as acknowledgement and response to BBB complaint #********.  
   
  We do apologize for the frustration caused during the account validation process and understand your concern. Unfortunately, this process is a self-managed function and we do not have much visibility into why it was unable to be completed. After careful review of your ************** Account (HSA), it does appear that on 4/17/2024, a check (#******) was issued for $327.13 and mailed to the address on record on 4/18/2024. Please allow ***** business for receipt. We understand your intent is to close the account and although we hope youll change your mind, we want to make sure you contact us to complete the closure.  
   
  We hope you find this response satisfactory and that we have addressed your concerns. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team   

• Initial Complaint

  04/05/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Answered

  More info

  I closed my account on March 6, 2024. On April 3, 2024 Teladoc issued a refund to my CLOSED HSA account and ********************** accepted it. I have contacted *******, ****** (the HSA administrator) and Wealthcare to resolve these issues but have been unable to do so.

  

  Business response

  04/09/2024

  Hello Mandi,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it does appear that after closing your HSA on 3/6/2024, you received a POS refund. It is standard practice to re-open an account to accommodate a credit such as this. On April 8, 2024, the funds were submitted via direct deposit and should be received in ***** hours.  
   
  We hope this alleviates all concerns and you find this response satisfactory. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team   

  Customer response

  04/10/2024

  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. 

  The funds have not been received in my bank account. Furthermore this does not address 1) why your company unilaterally decided to open an individual retail account for me without my consent or knowledge when my Employer decided to change HSA companies, 2) it does not address why you would accept a refund to an HSA **** card that was no longer active and to which belonged to and 3) it does not address the more than 3.5 hours I was placed on hold/mute on Monday, April 8, transferred from agent to agent and supervisor to supervisor and quite literally had to DEMAND that someone help me before the account was supposedly reopened and the funds transferred, which again, I still do not have. 
  
  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,

  Mandi

   

   

  

  Business response

  04/24/2024

  Hello Mandi,  
  
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize again for the inconvenience incurred during this time.   
  
  On 1/30/2024, your ************** Account with ****** & Associates, employer group ******* ********* & ******, LLC terminated from the employer to retail instance. This is a standard industry practice when you separate from your employer. In this instance, ****** reassociated your HSA to their retail instance, for which you would have had full access to your funds, as well received notification from ****** in the form of a reassociation notice. If you did not terminate from your employer group, or for further information on the specifics of the account reassociation, we do suggest you contact ****** & associates, via the phone number on the back of your debit card.     
  
  It is standard practice of the card network to issue refunds to the account utilized to make purchase or payment, regardless of account status, the merchant can force post the refund. We can confirm the funds submitted via direct deposit were successfully received by the external account referenced in our system and were not returned to us. The trace number provided for the transaction is ***************. If you have yet to receive these funds your banking institution should be able to perform a look up via this trace number. 
  
  Again, we do apologize for the frustration caused and the time taken to resolve this issue. Our ****** Services Team will be reaching out to you today, April 24th to ensure all your concerns have been addressed.  
  
  Regards,    
   
  WealthCare Saver Team   

  Customer response

  04/25/2024

  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 received a voicemail from **** regarding my HSA and have returned his call but have not spoken with him yet. While my employer, *******, ********* and ****** chose to move the company's HSA accounts to another vendor, my employment with them was not terminated. I was not made aware that my company HSA was being terminated and transferred to a retail account until ****** actually did this. I did not have any prior notice and did not consent to this process. I additionally was not advised until after the transfer has completed that I would now be charged a monthly fee for said retail account and/or that I would be charged a fee to transfer my funds to my new HSA account with my employer. Furthermore, none of this addresses the fact that I used the funds in my HSA account, closed the account and then months later ******/Wealthcare Savings accepted a refund to this closed account which has caused further complications. 

  
  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,

  Mandi

   

   

• Initial Complaint

  04/02/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Resolved

  More info

  On October 16, 2023, HSA contribution was made for 2022 and the transaction got denied the following day. Despite daily, monthly emails and phone calls, the funds have not yet been refunded to my account. They keep saying the funds have been sent back to the bank but cannot provide the web ID# confirming the return.

  

  Business response

  04/08/2024

  Hello Pearl,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it does appear that the *** credit received from PEnterprises for $5,066.60, was returned on October 17, 2023, for exceeding your annual contribution amount. We have researched the transaction thoroughly and have retrieved the trace numbers for the transactions (please see attached). Our member services team will contact you by the end of day Monday April 8, 2024, to provide this information and answer any further questions you may have. We do apologize again for the inconvenience.  
   
  We hope you find this response satisfactory. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team   

  Customer response

  04/09/2024

  [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

  04/01/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  In March 2023, I left employment at my former employer, The Mom Project. My HSA was moved from Zenefits to Wealthcare. This month, March 2024, Wealthcare closed my HSA account with no notice and no communication to me. I noticed it on my own, that my account was closed. $5100 in HSA funds disappeared. I called Wealthcare and they said my money was dispersed back to Zenefits. I panicked and called my old employer. They were confused and got on a call with me to Zenefits. Zenefits said they do not have my funds and that they transferred my HSA to Wealthcare a year ago; theyd have no reason to get my money dispersed back to them since I am no longer with The Mom Project. I tried to call Wealthcare several times today and they say theyre having technical difficulties. Wealthcare closed my HSA account for NO reason and now over 5k of my own money is floating around in the ether and I have no idea where it is.

  

  Business response

  04/03/2024

  Hello *******,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it does appear that your account was reassociated back to your previous employer. This was a request submitted by Zenefits. Please rest assured that your account is safe, and we apologize for the confusion, but this transfer results in you having to create a new portal access, which is why you can no longer view your account with your current access.  
   
  Our member services team has reached out and we hope all of your concerns have been addressed. We hope you find this response satisfactory. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team     

  Customer response

  04/08/2024

  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 received a call on the night of April 2nd, from ***************** with Wealthcare, saying that this reassociation had been done in error, because my name had been added accidentally to a list of accounts that needed to be reassociated back to Zenefits. He said a ticket had been filed after they noticed the error but that the ball had been dropped. He said they would be working to get my account back to the retail side so I'd have access to my funds.

  I just received an email from Zenefits about my Wealthcare Saver account (that I shouldn't even have because I have been separated from the employer since March 2023) saying that there was an issue with my 2022 and 2023 deductions and because of this they're taking $365.36 from my HSA (THAT THEY SHOULDN'T EVEN HAVE ACCESS TO).

  It is absolutely clear to me now that this was no accident. Wealthcare moved my personal HSA account to the ********************** Saver side through Zenefits just so Zenefits could deduct these funds from my account. This is all very shady and I cannot get an update or clear story from anyone. This seems illegal at this point.

  
  
  FAQ
  
  Regards,

  *******

   

   

  

  Business response

  04/12/2024

  Hello *******,  
  
  We do apologize for the inconvenience caused during this time and understand your concerns. Please know that your account has been transferred back to WealthCare Saver Retail and is no longer associated with your previous employer. We have also contacted TriNet HR (previously Zenefits) about this matter. Our suggestion would be to contact TriNet HR or your previous employer about any concerns regarding contribution reversals, but there has been no such activity at this point. 
  
  Your online portal access should be restored. Again, we do apologize and hope that you find this issue to be resolved. Please contact us should you have further questions or concerns.  
  
  Regards,  
  
  WealthCare Saver Team 

• Initial Complaint

  03/26/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  I contacted Wealthcare Saver on 3/5/2024, to understand the process of transferring my HSA from them to my bank. It was explained that the entire process takes approximately 2-3 weeks. I had to push the *** for a fax number instead of using ***** I asked if the funds could be transferred electronically and I was told no, they don't do that. On 03/06/2024, I completed paperwork with my bank to transfer my HSA from Wealthcare Saver. On 3/8/2024, using the Wealthcare Saver app, it indicated that my account was closed, charged a $15 closing fee and a check was issued to my bank with me as FBO for the remaining balance of $6686.43. Initially, I was happy with the quick turnaround and since the check was being mailed from ******* and I am in ************, the funds would arrive in short order. When 10 days went by and my bank still didn't have the funds, I went back into the Wealthcare Saver app where there was different check number with the same transaction date. I thought that was strange but since the app was still showing a check date of 3/8/2024, I wasn't terribly concerned.On3/25/2024, my bank still hadn't received the funds, I contacted the phone number I had used initially and spoke to a ***. She indicated that I had to wait 3 weeks from the date on the check to ask about where it is. She stated that if I didn't see the check in 3 weeks, then they would stop payment, reissue the check and the 3 weeks would start anew. After further investigation, the customer service rep told me that the original check was voided on March 18, 2024 and reissued on March 19, 2024, thus, starting the new 3 week period. She couldn't tell why the check was voided and reissued. The *** confirmed the address of my bank. I do not have health insurance at this time and those funds are for my healthcare needs. Now, I can't get that money from Wealthcare Saver. It seems like a trend with them when closing your account.

  

  Business response

  03/27/2024

  Hello *****,   
  
  Please accept this as acknowledgement and response to BBB complaint #********. We do apologize for any inconvenience incurred during the maintenance of your ************** Account (HSA).  
  
  On March 8, 2024, a transfer request was processed for the balance in your HSA minus the account closure fee. Unfortunately, the print vendor responsible for printing this check experienced a network interruption. Out of an abundance of caution, we voided your check and reissued a new one, #******, on 3/19/2024. Please allow 10 15 business days for this check to be received. We do apologize for the miscommunication, and we have processed a courtesy refund of the account closure fee ($15.00) which will be sent today, March 27, 2024. We do hope this resolves all concerns and again apologize for the inconvenience.  
  
  Sincerely,   
  
  WealthCare Account Services 

• Initial Complaint

  03/07/2024

  Complaint Type:

  Service or Repair Issues

  Status:

  Resolved

  More info

  My employer unfortunately switched from Navia to WealthCare to manage our HSAs.WealthCare hides the fact that they charge $4/month in "service fees" in their quarterly notification of available statements. The account holder needs to look through the statement, accessed via the portal, before seeing the fees.

  

  Business response

  03/06/2024

   

  There has been an identity error in the above complaint.

  WealthCare (the company you sent this complaint to) is not associated with HSA accounts for employers and their employees. 

  Doing a search on ****** clearly identifies that WealthCare Corporation is a ***************** Company....and WealthCare located at *********************************************************************************** with a website of WealthCare.com is a company that sells HSA accounts.  We (WealthCare Corporation, at ******************************************************************************************) have no clients with HSA accounts in the ******************* nor do we have companies as our client that we manage HSA accounts for. 

  ********************* has never been a client of WealthCare Corporation.

  Please remove this complaint from our company and pursue the correct WealthCare that would indeed be associated with the customer's complaint.

   

  Thank you.

  WealthCare Corporation

  

  Business response

  03/08/2024

  Hello ****,  
  
  Please accept this as acknowledgement and response to BBB complaint #********. We do apologize for any inconvenience incurred during the maintenance of your ************** Account (***).   
  
  On April 22, 2023, your account administrator was transferred from Navia to WealthCare Saver. At that time, a reassociation letter was issued advising of the account transfer and actions to take to access your account online. Included in this letter was access to the Terms and Conditions, including disclosure of fees (via URL).  
  
  WealthCare, the Administrator, does disclose a monthly ********************** Fee in the *** Fee Schedule. Your quarterly statement would reflect such charges. Please review all disclosures in the WealthCare Portal (or see attached) for further questions.  
  
  WealthCare has processed a courtesy reversal of $23.70 in ********************** Fees (6 months) but wants to ensure you are aware that those fees will continue to be assessed going forward.       
  
  Again, we do apologize for any miscommunication, and we do hope you find this response satisfactory. Thank you for your time and please let us know if you have any questions.
  
  Sincerely,  
  
  WealthCare Account Services 

  Customer response

  03/09/2024

  [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. 
  

  
  

• Initial Complaint

  02/12/2024

  Complaint Type:

  Product Issues

  Status:

  Answered

  More info

  When I was with my previous employer, which ended in October of 2022, I had a HSA account which ********************** was the card holder. In Jan 2023 I thought I had some money left on it. You can see several charges in the beginning of January and 1 in February. Then you see 3 denials that is when I realized it had 0 and asked the pharmacy to remove it and I paid cash for those. Then you see nothing but charges, therefore no contributions. This company has my email and information, they could have contacted me. From 04/11/2023 after denials, there is no activity on this card until 10/28/2023 which is a refund from ********************** for overpayment. I did not realize this until I received an email from *** on October 29, 2023 about the refund. I called *** to research where the refund went, I no longer used that HSA card I am with a new employer. It took several calls and I finally got Wealthcare's number from BCBS the insurer at the time. Since early December I have gone back and forth with Wealthcare. First person told me it would be $85 dollars to close my account, I asked for a Supervisor, none available. The second attempt I spoke with a gentleman who told me they can only send a check, then spoke with someone and they said someone would call me concerning the account. We are now going into January, I spoke with an English speaking woman who told me you have to set up a direct deposit account, you will get three test withdrawals and then a deposit all small amounts. I did this I received those on 01/29/2024 deduction of 0.18 same day 0.08 and then a credit of 0.26. I then attempted to request money into my account, no luck. I then called oh it has to be faxed in with a form. Completed the form faxed that in 3 days later. Called today no supervisor, can't speak proper English. I'm Done. For my aggravation I want my full refund from *** Hospital.

  

  Business response

  02/15/2024

  Hello **********,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it appears that your account was reassociated to retail (individual account) with ****************** Saver on 12/19/2022, after a change in employment. At the time of reassociation a letter would have been sent providing a link to our disclosures and fee schedule, fees include a ********************** Fee of $3.95 per month to maintain the account (previously this may have been covered). Between 12/19/2022, and 2/3/2023, there was some *** activity, as well as fees assessed, at which point the account was brought to zero. Understandably you may have believed the account to be closed but it remained open with a zero balance. Following the *** credit of $476.04 on 10/28/2023, the system charged all fees that were assessed causing you to be charged multiple monthly Benefit Admin Fees all at once. We understand your frustration and would like to offer a courtesy refund of those fees totaling $43.45 ($51.35 minus the $7.90 already refunded to you). We have received an HSA withdrawal form that did not denote a specific withdrawal amount. However you did make a note on the fax cover to close the account, so we will be happy to move forward using this documentation should you choose to proceed with the closeout. Please note that should you wish to keep your account with us, and we hope you do, that going forward the account will be charged a monthly ********************** Fee of $3.95. 
   
  Our ****** Services Team will be reaching out to you to confirm your decision. Again, we do apologize for any misunderstanding or inconvenience incurred and we hope you find this response satisfactory. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team  

  Customer response

  02/21/2024

  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 Answerer

  I had to validate my bank account; Which I did on 02/02. I have attempted to have the funds direct deposited three times since. I had to call today, requested twice to speak with some one in ***************** who now states the portal often does not work and he would have to send me a check. Then he wanted to charge me $25 to close my account. I told him no, I don't care leave it open I will never deal with this company again. He stated "you don't get fees on a zero balance, which it will be". I was refunded by the previous Supervisor some of the fees as she stated. No one in the previous 90 days has ever said to me "the portal often does not work" I would have asked for a check in December. This business does not know how to conduct business.

  I will notify you if I actually get a check, until I receive the check I would prefer to keep this case open.

  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

  02/28/2024

  Hello **********,    
   
  Please accept this as a follow up response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
  
  We completely understand your frustration and truly apologize for the delay in processing your closeout request. The ********************** Fees totaling $43.45 were refunded and the account closure fee was waived. We have issued a check for $478.97, today, 2/28/2024, and it was mailed to you at the address on record. Please allow ***** business days to receive it and let us know if you have further questions.  

  Regards,    
   
  WealthCare Saver Team    

• Initial Complaint

  02/10/2024

  Complaint Type:

  Product Issues

  Status:

  Resolved

  More info

  I am filing a complaint against WealthCare Saver for withholding HSA funds that were supposed to be mailed to me in the form of a check that I have yet to receive. This company has given me trouble for three months. I have called many times to have this corrected. They always have excuses for why they cant send my money to me, which is a major issue.On 12/10/2023, I faxed and mailed the requested documents stating that I needed to close my HSA account and wanted the funds mailed to me. The form included all my personal information and current address. At 8:57 PM, the fax successfully went through, which I have confirmation of and provided in the attachments. On 1/15/2024, I realized it had been over a month. I never received the check and was afraid they might have mailed it to my old address, which should NOT have happened when I provided them with my current address.On 1/16/2024, I called WealthCare and informed them that they mailed the check to the wrong address. I tried to give them my address again. The agent would not allow me to give him this info and told me to call ********** Blue Shield to have my address corrected, which I did.On 1/17/2024, I contacted BCBS who told me they had my address updated successfully and that we would soon receive the check. On 2/2/2024, I called WealthCare because I still had not received the check. The agent told me they would mail the check within 3-5 business days. On 2/9/2024, I received ANOTHER HSA withdrawal request form from WealthCare Saver, which is totally unacceptable!!! I sent them this form ALREADY and did EVERYTHING they requested. I called them, and the agent told me I need to fill out the form AGAIN and claimed they never received it! I REFUSE to send a new form because they received the form I already sent! Ive heard every excuse in the book from them and am fed up with this.They need to send the check immediately so that I can be done with this mess and dont have to deal with them anymore.

  

  Business response

  02/14/2024

  Hello ******,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it was discovered that there had been some miscommunication involving the address to which you wanted your account proceeds to be sent. When issuing payment, we must use the mailing address on file however, after updating the address, the previous form should have been acceptable. The forms you have submitted are sufficient to complete the closeout. We do apologize for this misunderstanding. 
   
  We have refunded the Benefit Admin Fee charged in February ($4.50), waived the account closure fee ($15.00) and remitted the funds to the address on file, please allow ***** business days for receipt. We hope that this response is satisfactory. Please contact us should you need further assistance. 
   
  Regards,    
   
  WealthCare Saver Team    

  Customer response

  02/14/2024

  [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:

  Before I conclude this case, I would like to sincerely thank the WealthCare Saver Team for addressing my concerns and for acknowledging the accuracy of the information I conveyed. Additionally, I very much appreciate and accept your teams sincere response, including your apology, and your recognition of any miscommunication that had taken place. It is not often that one receives such a genuine and satisfactory response from most businesses, so I truly commend you for taking the time to investigate my case and to quickly resolve my issue.

  Additionally, I would also personally like to thank the Better Business Bureau for taking the time to bring about such a positive reconciliation and for assisting both me and the company with reaching an amicable solution to settle this complaint.

  I accept the businesss response and consider it to be satisfactory. Therefore, I am now closing this complaint and do consider this matter resolved. Thank you again.

  Officially: 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

  02/08/2024

  Complaint Type:

  Billing Issues

  Status:

  Answered

  More info

  My current employer switched over from one HSA manager to another. My account with **********************/Alegeus had a balance of $1400 at the time of the switchover. The funds were never transfered to my new HSA provider, ****** Marketplace. I called Wealthcare and they told me that the funds were transferred back to my employer.What the h*** is this nonsense? It's not my employer's money. It's MINE. I paid it out to the **** Now I can't pay for my own healthcare because Wealthcare sent the money to my employer.This is not acceptable.

  

  Business response

  02/12/2024

  Hello *****,    
   
  Please accept this as acknowledgement and response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  After careful review of your ************** Account (HSA), it does appear that your account was to be transferred to a new custodian which is scheduled to occur March 28, 2024, however your account was instead reassociated to retail (individual account) in error on 1/1/2024. In order to prepare for the transfer scheduled in March the account was reassociated back to the original group. Please rest assured that your account is safe, your transactions have been processed accordingly and you still have access to the account.  
   
  Our ****** Services Team will be reaching out to go over all transactions to ensure the balance is accurate and to help you with your online access, should you need it. We hope you find this response satisfactory. Please reach out if you have further questions.  
   
  Regards,    
   
  WealthCare Saver Team   

  Customer response

  02/16/2024

  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.]
  
  My response:
  
  "scheduled to occur March 28, 2024,"
  
  Why is it taking you two and a half months (January 17th to March 28th) to fix this?  You could quite literally walk a check from your office to that of my new custodian in less than 10 weeks.  It's the 21st century, man.
  
  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

  02/29/2024

  Hello *****,    
   
  Please accept this as a follow up response to BBB complaint #********. We apologize for any inconvenience incurred during this time.     
   
  At this point our ****** Services Team has reached out to go over the transfer process and ensure all of your questions have been answered, we hope we were successful. Again, we apologize for the confusion and the frustration this may have caused. Please contact us should you need further assistance.  
   
  Regards,    
   
  WealthCare Saver Team     

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