Client Review on Avidia Bank

Feedback:

Support people dont know how to limit sharing with nonaffiliates. Their documentation says you can restrict it online, but there is no way to do it. Their document also says call the #800. I called in and the support people dont know how to restrict nonaffiliates. Support people investigated how to restrict access. When they came back, they said they restricted access for a memo on my account. I cannot see it, so cannot verify it.

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