He was very nice/pleasant but seemed to have no clue what I was talking about.
Anonymous
•
Mar 17, 2026
Great service
Anonymous
•
Mar 17, 2026
I called several times about this issue. Told to just forget about some documents requested, twice again I was told the fraud claim for $55. would be resubmitted, due to case closed. l have not been told anything at all.
Anonymous
•
Mar 17, 2026
Everything it’s ok.
Anonymous
•
Mar 17, 2026
Called because there was a hold on my tax refund, told it was the IRS holding it until 18th and lo and behold it was released early … because I called, because it was held for another reason …. Go figure
Anonymous
•
Mar 17, 2026
She has excellent customer service
Anonymous
•
Mar 17, 2026
I am very unhappy with my experience. After over an hour on the phone, Smart Financial doesn't seem to know what is going on with it's own system, what is going on in the background or back office, and doesn't seem to know how to resolve this without me going into a branch - which I am CERTAIN will not resolve anything which has been the case since COVID. I can tell you, that all of my accounts are high at-risk. For years I have been able to view all of my accounts - business and personal, from a single dashboard, with the ability to move funds between the accounts. Suddenly, yesterday afternoon, this was no longer the case and I cannot transfer funds from the business account to the personal account. Then, after I got off the phone and after hours (5:35pm), I received an email that my business account had been "restricted" and I could no longer perform online transfers of funds. Unacceptable!
He was very nice/pleasant but seemed to have no clue what I was talking about.
Anonymous
•
Mar 17, 2026
Great service
Anonymous
•
Mar 17, 2026
I called several times about this issue. Told to just forget about some documents requested, twice again I was told the fraud claim for $55. would be resubmitted, due to case closed. l have not been told anything at all.
Anonymous
•
Mar 17, 2026
Everything it’s ok.
Anonymous
•
Mar 17, 2026
Called because there was a hold on my tax refund, told it was the IRS holding it until 18th and lo and behold it was released early … because I called, because it was held for another reason …. Go figure
Anonymous
•
Mar 17, 2026
She has excellent customer service
Anonymous
•
Mar 17, 2026
I am very unhappy with my experience. After over an hour on the phone, Smart Financial doesn't seem to know what is going on with it's own system, what is going on in the background or back office, and doesn't seem to know how to resolve this without me going into a branch - which I am CERTAIN will not resolve anything which has been the case since COVID. I can tell you, that all of my accounts are high at-risk. For years I have been able to view all of my accounts - business and personal, from a single dashboard, with the ability to move funds between the accounts. Suddenly, yesterday afternoon, this was no longer the case and I cannot transfer funds from the business account to the personal account. Then, after I got off the phone and after hours (5:35pm), I received an email that my business account had been "restricted" and I could no longer perform online transfers of funds. Unacceptable!