Morgan Stanley Bank Account Or Service Complaint

Savings account Account opening, closing, or management

Morgan Stanley Bank account or service department,

Savings account Account opening, closing, or management Nevada

We are seeking your assistance as an advocate for the elderly and vulnerable who are the victims of Morgan Stanley that is fleecing our lifesaving. The below provides the details of this situation in chronological order. - -, - My husband and father requested by letter ( confirmed signed receipt on file ) that my mother and I be added to the- - - account. ACTION : - - - - confirmed receipt of this request to add the 2 requested ( my mother and I ) names to - - account. Account application Client Agreement and Substitute Form - Request for Taxpayer Identification Number was submitted. All parties ( Father, mother and daughter ) completed, signed and submitted the forms as requested.


- - My husband and father Died ACTION : No Action Taken : Account number updated from - to a new account number with Morgan Stanley. - - Written communication to the financial institution ( s ) to remind them to correct the names on the account as was requested on - -. ACTION : No Action Taken : Account number was updated to : with - - - Morgan Stanley - -, - to - - Multiple methods of communication with both financial institutions ( CitiGroup and Morgan Stanley ) to take action on the account as requested on - - ACTION : No Action Taken by Morgan Stanley Multiple Charges on the Account without our consent - -, - - - - from Morgan Stanley requested a number of forms be completed : Affidavit of Domicile and Debts Release and Hold Harmless Client Profile Questionnaire The instructions clearly stated : " if need to make a correction, please cross out and initial changes as white out is not allowed ''. The requested forms were edited with the accurate sequence of events completed, notarized and submitted. ACTION : - - a letter from - - - requesting that a generic Release and Hold Harmless form be signed. - - - did not accept the Release and Hold Harmless [ submitted - -, - ] form with the edits as originally requested. The Truth and sequence of events since - - were rejected by Morgan Stanley. We informed - - that we ca n't sign false documents and he stated that this is the form that we must sign for him to process the account. - - - with - - ( Manager /Supervisor ) of Mr.Haroldsen regarding this situation. Informed - - that we ca n't sign false statements on the Release and Hold Harmless form, since it does not reflect the truth of the situation. ACTION : - - - stated " you must sign this form and hold us [ Morgan Stanley ] harmless I have verified this with our legal department '' or words to that affect. - - did not have an explanation why our account is being charged quarterly since - without notice or our consent furthermore we do not have access to the funds in our account. - - to present Statement from Morgan Stanley ACTION : The account is being charged ( Triple the amount from prior charges ) $ - without notice or our consent Example of Retaliation and Extortion.

Morgan Stanley customer in Nevada
Feb 17, 2016

* Source: CFPB Complaint Database

Morgan Stanley response to complaint:
Closed with explanation

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