EB
Ewan B
1 reviews | Active since Nov 2009
16 Jan 2025, 10:10
Make life difficult to get statements
Momentum Wealth makes life difficult to get statements. Please send me my monthly statements like all the competitors do. Always a struggle to get a statement on your website, logins always an issue. Make your service user friendly.
Helpful (0)
Replies (4)0
Replies (4)
Momentum (SA)'s replyOfficial
16 Jan 2025, 10:46Dear Ewan
Thank you for your message. I have requested the Momentum Wealth team to assist with your request.
Kind regards
Mvdm
Thank you for your message. I have requested the Momentum Wealth team to assist with your request.
Kind regards
Mvdm
Momentum (SA)'s reply16 Jan 2025, 10:46
Official
Dear Ewan
Thank you for your message. I have requested the Momentum Wealth team to assist with your request.
Kind regards
Mvdm
Thank you for your message. I have requested the Momentum Wealth team to assist with your request.
Kind regards
Mvdm
Momentum (SA)'s replyOfficial
17 Jan 2025, 08:32Dear Ewan
I confirm that we have submitted your statement to you via email this morning.
Kind regards
Mvdm
I confirm that we have submitted your statement to you via email this morning.
Kind regards
Mvdm
Momentum (SA)'s reply17 Jan 2025, 08:32
Official
Dear Ewan
I confirm that we have submitted your statement to you via email this morning.
Kind regards
Mvdm
I confirm that we have submitted your statement to you via email this morning.
Kind regards
Mvdm
EB
Ewan B's updateReviewer Update
17 Jan 2025, 08:52Thank you but the problem is not solved. You don't attach the statements.
Please send me my statements (quarterly) in a format like Pdf where I can get it.
The problem is that you want the client to log in on the website and to look for the statements, not user-friendly and big frustration.
Please send me my statements (quarterly) in a format like Pdf where I can get it.
The problem is that you want the client to log in on the website and to look for the statements, not user-friendly and big frustration.
EB
Ewan B's update17 Jan 2025, 08:52
Reviewer Update
Thank you but the problem is not solved. You don't attach the statements.
Please send me my statements (quarterly) in a format like Pdf where I can get it.
The problem is that you want the client to log in on the website and to look for the statements, not user-friendly and big frustration.
Please send me my statements (quarterly) in a format like Pdf where I can get it.
The problem is that you want the client to log in on the website and to look for the statements, not user-friendly and big frustration.
Momentum (SA)'s replyOfficial
17 Jan 2025, 08:58Dear Ewan
Thank you for your message.
I have requested the Wealth Escalation team to assist you with your complaint.
Kind regards
mvdm
Thank you for your message.
I have requested the Wealth Escalation team to assist you with your complaint.
Kind regards
mvdm
Momentum (SA)'s reply17 Jan 2025, 08:58
Official
Dear Ewan
Thank you for your message.
I have requested the Wealth Escalation team to assist you with your complaint.
Kind regards
mvdm
Thank you for your message.
I have requested the Wealth Escalation team to assist you with your complaint.
Kind regards
mvdm