We have a client who's financial matters are now being done by her daughter, who is her...

GetHuman-jyantz's customer service issue with Bank of America from September 2018

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The issue in GetHuman-jyantz's own words
We have a client who's financial matters are now being done by her daughter, who is her Power of Attorney. The daughter lives out of state. When the daughter recently called your bank to find out some information on her mother's accounts, she was told that she would have to travel to the same state her mother was in to produce the Power of Attorney to receive any information.**Can we, the mother's attorney's office, send a letter to the bank with a copy of the Power of Attorney to obtain the information and therefore avoid our client's daughter having to travel to another state just for this matter? **Thank you for your assistance on this matter. **Jo Yantz, Paralegal with Betts Patterson & Mines, P.S.

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Bank of America

Customer service issue
Reported by GetHuman-jyantz
Sep 6th, 2018 - 2 years ago
Not resolved
Seen by 3 customers so far
Similar issue to 4680 others
0 customers following this

Timeline

GetHuman-jyantz started working on this issue
Sep 6th, 2018 5:16pm