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Business ProfileforSTRATA Trust Company
At-a-glance
Related Categories
Products & Services
Business Details
- Location of This Business
- 7901 Woodway Dr, Waco, TX 76712-3896
- BBB File Opened:
- 7/7/2010
- Years in Business:
- 16
- Business Started:
- 4/2/2008
- Business Started Locally:
- 4/2/2008
- Business Incorporated:
- 4/2/2008
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Corporation
- Business Management
- Ms. Kelli Click, President
- Mr. Jeff Thompson, COO
- Mrs. Margaret McVan, Director of Client Experience
- Ms. Pamela Boyd, Compliance Manager
- Contact Information
Principal
- Ms. Kelli Click, President
- Mr. Jeff Thompson, COO
Customer Contact
- Mr. Jeff Thompson, COO
- Ms. Pamela Boyd, Compliance Manager
- Additional Contact Information
Fax Numbers
- (512) 495-9554Primary Fax
Phone Numbers
- (512) 637-5739Other Phone
- (512) 495-9554
Customer Complaints
12 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 ComplaintMost Recent Customer Complaint
05/06/2024
- Complaint Type:
- Service or Repair Issues
- Status:
- Resolved
Customer Reviews
5 Customer Reviews
What do you think? Share your review.
Most Recent Customer Review
Lenora G
11/08/2023
STRATA Trust Company Response
11/16/2023
STRATA Trust Company (STRATA) has received your review and would like to address your concerns. We apologize for any frustration with our process for your distribution request. In our recent review, we received your original distribution form on October 30, ****. At that time, we sent out a request for needing a signature verification page due to the electronic signature format received and we were in need of your verbal verification for the **** Our verbal verification is STRATAs standard protocol to ensure no fraudulent activity has taken place. On October 31, ****,you spoke with a couple of our agents and during that time we were able to obtain the verbal and resent the distribution form to obtain a signature verification. We did reach out again for the signature on November 6, ****, and was able to obtain what was needed. STRATA processed your distribution at that time.
On November 8, ****, the *** was returned, and we reached back out to you to attempt to obtain the updated *** information. On November 9, ****, we were able to reach you and gather the updated *** information however we needed a new form with a new signature. The original form was verified with the initials, and we needed the full signature verified.We did obtain the new information same day, but by a different form of signature with no certificate. Due to the issues related to the process, STRATA made the exception to process the distribution form as is on November 9, 2023.
In speaking with **************** on November 16, 2023,we were able to discuss the issues and the requirements that STRATA needed for the forms. We were able to resolve, and **************** has *********************, Client Services Manager direct dial in the event of any further issues. **************** was pleased with the call and the feedback we were able to provide.
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