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Preferred Trust
- Las Vegas, NV
About this business
Location details
6700 Via Austi Pkwy, Suite 301, Las Vegas, NV, 89119, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Do not like the forms that need to be filled out and emailed back. Should be able to take in info. electronically online without having to PDF everything and then email it back. Otherwise it was a descent experience
is impossible to communicate with anyone, never answered the phone. The website does no show the information I'm looking for. I would like to know the value of my account.
I have a terrible time with your encrypted messages. If the message is encrypted, I simply can’t open it. It becomes very exasperating when you’re under the gun to get a current statement to a lending institution, for example. There is seldom anyone to talk to in person. I almost always have to wait for a call back for help, which sometimes doesn’t come for hours.
I am happy to be terminating my relationship with PTC.
Faster access to a live person. And respectful support of the problem to resolve sans attitude and the courtesy of a professional "goodbye" or something other than just hanging up on the client after the conversation would expected.
Business response:
Hi Cindy, We apologize for any issues that you were experiencing with the portal and the lack of phone support to have the problem resolved. We always strive to ensure that we are available, patient, and pleasant - that is the general expectation of all our client service representatives and I am sorry that is not the experience you had. I will make sure this is addressed with the staff. Please let me know if you would like to discuss further and I would be happy to give you a call on Thursday. Sincerely, Chris Trembly, D... read more
I can log into my account on my phone but still can't open account to see where my account is at
Business response:
Hello, We apologize if you are still experiencing issues with the portal. One of our dedicated client agents would be happy to assist you so that you can see your account. Please contact us at your convenience. A representative is available until 4:30pm PT each day. Please call (888) 990-7892 and select option 2. Thank you!
I have been a client of Preferred Trust since approximately Feb. 2019. and I have had what I felt was always good service from your customer service department. However, in late August through early September of this year I have talked with someone new to me many times and she has made a great impression on me as a person who is knowledgeable and very professional. In my past career as a Director of Sales and Marketing I used to hire professional Sales, Marketing and Customer Service Employees for a $350 MM company in ... read more
No quarterly reports No mailings No emails Trying to get information on my funds shouldn't be this painful !
Business response:
Hi Mr. Goff, Thank you for your feedback. Preferred Trust provides online account access to all clients. The information for your account access was sent to you via email on February 3, 2022. We can assist with access to the account if you are experiencing issues by sending an email to our client service team or by giving us a call. The portal provides access to all the information you are requesting including transaction history, holdings, statements, and tax documents. The portal also provides real-time pricing for your p... read more
I received a copy of my statement
Business response:
Hi, Cheryl. Thanks for taking the time to share your positive experience. We truly appreciate it!
Frequently asked questions about Preferred Trust
How is Preferred Trust rated?
Preferred Trust has a 4.8 star rating with 1,300 reviews.
When is Preferred Trust open?
Preferred Trust is closed now. It will open tomorrow at 8:00 a.m.