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Last Updated May 1, 2025

Client Review on Simple Finance Technology Corporation
Feedback:
I had the worst experience with customer service. Perhaps this is the issue with “banking with millenials” you miss that old customer service backed by old school banking. To sum it up- if you have a joint checking with an overdraft they will close your individual accounts without explaining it to you, and then freeze your money and cards. I called after getting a message that my account was closing for an overdraft I had in a joint account. I asked them was it for the individual or joint? They did not respond but promptly shut down my account after allowing s cereal big deposits to post. When I called in, their staff was so clueless to their policy they assured me my account was open and made me drive to several different ATM machines to prove to me it was open. After calling and getting different reps I had to force them to contact them the real bankers behind the scenes who said all they would do was mail me a check in 3 weeks. - The amount of stress this cause over $24 overdraft was unnecessary. And if that is your policy then fine, but at least prep these young robots you have answering your customer service line.
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