Checking or savings account -- Managing an account -- Complaint #8038024

Complaint Overview

Complaint ID: 8038024

Company: Jpmorgan Chase & Co.

Product: Checking or savings account

Sub-Product: Savings account

Issue: Managing an account

Sub-Issue: Funds not handled or disbursed as instructed

ZIP Code: XXXXX

Date Received: 2023-12-20T12:00:00-05:00

Date Sent to Company: 2023-12-20T12:00:00-05:00

Company Response: Closed with explanation

Timely Response: Yes

Consumer Disputed: N/A

Submitted Via: Web

Consumer Narrative

My complaint is about the handling of funds in an estate account for which I am the beneficial owner. My initial contact was on XX/XX/, and to date, Chase has been unable or unwilling to distribute these funds to an active account in my name. On XX/XX/, I provided the information Chase requested : my ID, proof of my change of name through marriage, and a notarized form indicating how I wanted to receive the funds in the estate account. On XX/XX/XXXX, XXXX XXXX, the banker I had been corresponding with, informed me that they could not do a bank transfer and asked me to provide a new notarized form, which I provided on XX/XX/XXXX. On XX/XX/XXXX, XXXX XXXX informed me that she thought I should have gotten a check already, and that she would get back to me. All of my correspondence with XXXX XXXX is attached. I never got another response from her or from the manager at her branch. I contacted Chase customer support on XX/XX/XXXX and was informed on XX/XX/XXXX that the XXXX XXXX team had my request and would reach out to me. I contacted them on XX/XX/XXXX and XX/XX/XXXX for an update and never got a response.

Frequently Asked Questions

What is Complaint #8038024 about?

Complaint #8038024 was filed against Jpmorgan Chase & Co. regarding Checking or savings account specifically about Managing an account. It was received by the CFPB on 2023-12-20T12:00:00-05:00.

How did Jpmorgan Chase & Co. 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 Jpmorgan Chase & Co.?

Yes, visit the Jpmorgan Chase & Co. company profile at readthecomplaint.com/company/jpmorgan-chase-co 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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