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Judy D.

Contributor Level

Total Points
89

1 Review by Judy

  • Upromise

12/12/18

I have used upromise for many years and used it for my youngest college fund and was very happy. So happy that when she graduated in 2013 I transferred my earnings to my grandchildren. The new program required that a savings account be set up if there wasn't a 529 which they did not have. My daughter set up the savings account and I linked to it. She requested her upromise account worth Xnumber of dollars be transferred to the savings account, which it has not been. The website said I had a transfer that took place in December which has not shown up in the savings account. I tried to join the forum page but it would not recognize my email address which is linked to the account. Took me awhile to find a phone number as the new web page does not provide that information. I called and spoke to a representative who verified me thru my email which I told him the forum page would not; interesting. The representative did try to help me in the beginning but the transfer page search by date range was not working on my end; kept defaulting back to from 12/2018 to 12/2018. He kept saying his end worked fine indicating operator error. I expressed my disappointment in the new website and concern about future transfers being made. I primarily only shop where I can get upromise funds for my grandchildren. Not a happy user at this time.

Judy Has Earned 9 Votes

Judy D.'s review of Upromise earned 9 Very Helpful votes

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