Checking or savings account -- Closing an account -- Complaint #7593193

Complaint Overview

Complaint ID: 7593193

Company: Betterment LLC

Product: Checking or savings account

Sub-Product: Other banking product or service

Issue: Closing an account

Sub-Issue: Funds not received from closed account

State: Texas

ZIP Code: 75013

Date Received: 2023-09-22T12:00:00-05:00

Date Sent to Company: 2023-10-16T12:00:00-05:00

Company Response: Closed with explanation

Timely Response: Yes

Consumer Disputed: N/A

Submitted Via: Web

Consumer Narrative

I rolled over my IRA from Betterment account number XXXX, and I sent it to XXXX. Betterment charged me {$75.00} to do that, and they did not disclose this brand new policy of charging as of XXXX nor did they tell me about the charge when I initiated the rollover.

Frequently Asked Questions

What is Complaint #7593193 about?

Complaint #7593193 was filed against Betterment LLC regarding Checking or savings account specifically about Closing an account. It was received by the CFPB on 2023-09-22T12:00:00-05:00.

How did Betterment LLC respond to this complaint?

The company responded with: "Closed with explanation". The response was timely.

What is the risk level of this complaint?

See the risk assessment section for details on this complaint's risk profile.

How do I file a similar complaint?

You can file a complaint with the CFPB at consumerfinance.gov/complaint. Select the appropriate product category (Checking or savings account) and describe your issue in detail.

Can I see other complaints against Betterment LLC?

Yes, visit the Betterment LLC company profile at readthecomplaint.com/company/betterment-llc to see all complaints, risk scores, and analysis.

Disclaimer

This analysis is AI-generated based on publicly available CFPB complaint data. It does not constitute financial or legal advice.

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