Other bank product/service Deposits and withdrawals
TD Bank US Holding Company Bank account or service department,
Other bank product/service Deposits and withdrawals New York
After my mother passed away in -, 2016 I received - from her will. I asked my accountant what he thought I should do with it. He recommended that I should put it into tax free municipal funds. The - was initially put into my checking account at TD Bank. I went into a TD Bank branch and a customer service representative told me that he could help me with tax free mutual funds. He ended up putting $180000.00 not $190000.00 into a life insurance product from - - -. He got my signature on pages that were misrepresented as tax free mutual funds. I returned to the same TD Bank branch and found that that same representative no longer worked there. I went to the branch because I needed some funds for medical expenses ( I have - - ) and educational expenses for my son in college. I found out that I do n't have any tax free mutual funds but an insurance policy. I believe that I was given the wrong information by TD Bank and lost - to a product that was misrepresented.
TD Bank US Holding Company customer in New York
Jul 27, 2016
* Source: CFPB Complaint Database
TD Bank US Holding Company response to complaint:
Closed with non-monetary relief
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