First of all First of all, my call was answered relatively quickly compared to other financial institutions I have dealt with, which was a very pleasant start. The representative was very knowledgeable and answered my questions without hesitation. I am very pleased with Bank5 Connect, which is why I continued to roll-over my investment.

I should be able to transact by phone… I should be able to transact by phone not waste a phone call wait time only to be told to send an email

Very short wait to connect with a human… Very short wait to connect with a human being ( which is rarely the case with other businesses). The agent was easy to understand, knowledgeable and gave clear easy to follow directions.

Quick and easy The website is easy to use. Have your information ready. Took about 10 minutes. I was also able to communicate easily when I had a question. Confirmations were emailed to me right away. The app is also easy to use and pretty thorough, as far as the account information you can obtain without having to go through the website. Altogether highly recommend.

People were very helpful and knowledgeable. Fast responses The customer service people were very helpful. I used video chat, phone calls I believe, and online chat. All were quick and helpful. The process itself had some glitches. That is the reason I had to contact the customer help center. From there on things went fairly smoothly