ACCOUNT CLOSURE
ACCOUNT CLOSURE
IMPORTANT REMINDERS
Account closure link to close the account if they don't have access to the mobile app. Please go directly to our Account Closure web portal FOR FAMILY ACCOUNT CLOSURE ONLY. You must log in and complete all steps to submit your account closure request and properly close your account.
If the customer decides not to cancel the account and has feedback regarding the service, we will advise them to go to the mobile app only to share their feedback and do not provide our support email for feedback.
Attempt to save the customer once by asking if they need extra assistance with their issue or how we can make things better for them. If they insist on cancelling, proceed with walking them through. Do save attempt offering to waive the membership fee for two months.
As per Colby, As of right now, they will only be able to close their account through the mobile app. There may be alternative options offered in the future.
NO CHECKS AVAILABLE. Customer needs to withdraw their remaining balance from their Stockpile to their external bank.
AFTER 60 DAYS IF THERE IS NO SUFFICIENT FUNDS FOR THE MEMBERSHIP FEE, THE STOCKS WILL BE LIQUIDATED TO PAY FOR THE MISSED PAYMENTS FOR THE MEMBERSHIP FEE, AND WE WILL SEND THEM THEIR REMAINING FUNDS AND THE ACCOUNT WILL CLOSE (DO NOT MENTION TO CH)
TYPES OF ACCOUNT CLOSURE
1. Banking Closure - will close the spending/savings/debit card of one kid’s stockpile account.
2. Kid’s Account Closure - will close one kid’s entire stockpile account.
3. Family Account Closure - will close all stockpile accounts (kids and parents) within the family.