CH
Claudia H

1 reviews | Active since Mar 2017

26 Nov 2018, 15:25

Unknowledgeable Financial Advisor / Unprofessional Service

I am truly perturbed and disappointed in the service that I have been receiving from Discovery Invest. The financial advisor that we dealt with, lacks knowledge of the products that she was advising us on. Now that we want to withdraw the funds, the lack of knowledge is coming to light. The information that she shared with us before we signed the contract differs from what is true. Before we signed the contract, there was consistent communication from the financial to setup appointments to discuss investments options etc. Now that we want to withdraw our funds, customer service is out of the door. The financial advisor as well as her manager do not provide status feedback on withdraw request. My husband and I must continually ask for status feedback. The service is unprofessional. I will not be recommending Discovery Invest to anyone.

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Replies (2)
Discovery Invest
Discovery Invest's reply26 Nov 2018, 15:38
Official
 Good day Mrs. Hendricks 
As your complaint pertains to personal, financial information, we will email you directly to address your concerns. 


Kind regards, 


Discovery Invest 

CH
Claudia H's update07 Dec 2018, 13:30
Reviewer Update
Good day, I received an email from Discovery Invest Executive Office Nov 26, 2018, 3:35 PM to indicate that they looking into my issue. On Nov 28, 2018, 9:42 AM, I requested feedback and got a response on Nov 29, 2018, 1:10 PM to indicate that my complaint pertained to my financial advisor, and it was referred to their Distribution Complaints team. They will investigate this matter and feedback will be provided to me as soon as it is available. Today is the 07/12/2018 and I have not received any feedback from Discovery.