There has been a lot of coverage in the weekend press
and on the BBC Radio 4 Moneybox programme about Selftrade's
intrusive questionnaire sent to clients. Any clues or views?

After having been with them for years, I have transferred out
since my last post here, basically because of the Selftrade
approach to customers since their ill-fated questionnaires were sent out.
Incidentally, if any customer here did not send for their Transfer to Equiniti
chunky booklet, in future one will have to answer such questions.

Well, it has collapsed already.

Two different sets of id/passwords forms, neither of them working.

Time to transfer out I think.

55, a stitch in time...
I wouldn't have gone to any outfit Selftrade recommended.

I left this lot years ago and can't believe people have stuck with them over the years, always being taken over etc which has never been good for continuity of service. Good luck with Equiniti when it settles down.

55011....there are always going to glitches at the start of a new service. Of course it's up to you if you want to persevere, but a faultless start was never going to happen, imo.

At least it is not the only brokerage account I have, so I can still place business elsewhere...........

Legally, with all the time (and the extension) there has been to prepare for the Equinity/Selftrade deal implementation, a court would surely uphold the notion that it would be reasonable to expect a seamless changeover.

Unable to acess a/c. On trying to log in, asked for usual a/c no. D.O.B. and pin, then asked for member user name and password which I have not been asked for beforeand did nor know. On trying to access :FORGOTTEN PASSWORD; a message of -sorry not able to process your request contact our team on 0845 0700 720- On phoning message YOU ARE IN A QUEUE One for 20 mins and another for 30 mins , still no answer. I have not been able to access a/c or trade. Very unsatisfactoy. Anybody else having problems?

Seems to work pretty well for me. Second time of logging in it only asks for 3 random PIN digits. Worth checking some of the personal details within the account as it seems the SMS or e-mail alert instructions have not been carried forward to the new platform. Also have discovered that the form W-8BEN for trading US stocks has an expiry date, so will need to be renewed.

humpback:
I just filled in the details on the left of the screen..a/c d.o.b. pin. I didn't fill in the other side...member username, pass, as, to be honest, I didn't understand why, but I get into the account o.k.

Thanks juan. That worked for me too. Now for the 3 rules . 1.Do not lose money. 2.Do not lose money. 3.Do not lose money.

I managed to access my personal account, but can't access the investment club (which I am in the process of closing anyhow) account which is blocked.

Tried twice yesterday to get through, but had to give up on both occasions. I also completed a contact us form (no response), and now I have sent an email via the account I can access.

Nightmare.

After being on hold for 20 minutes, I thought I should try option 1 - to place a trade instead of option 3, customer services, but I just hear the same awful music.... I wonder if this is going to be any quicker?

That worked, 10 minutes to talk to someone, who sounded soooooo sad, but she dealt with unblocking the account straight away. Fantastic.

I stopped trading US equities with selftrade as the W8Ben form they kept on sending me back. I'm waiting for it to calm down and will then transfer my ISA and my sons Trust elsewhere. I was thinking of going to TD Waterhouse or TD Investing as their known in the UK.

Well I'm locked out and customer services now say I've got to verify who I am before the account can be unlocked, this means new Id submission in the form of verified copies of passport, utility bill and bank details. Not at all happy now....

I accept what has been said about teething problems, but this is not
the sort of business in which there should be such problems at any time
or on an ongoing basis. Similarly, deadlines about so many things
relating to the merger and the launch of the new venture kept changing.
It just does not inspire confidence. My transfer out took about 10 weeks
and the residual cash was transferred out only yesterday.

And of course, the worse the story you all tell of your crappy adventures, the bigger the stampede and the more massive the queue, the more pissed off the staff become, the greater the delays, etc, etc.

I'm glad I don't trade with Selftrade. I wish to best of luck to all of you on here who are trying to extract yourself from them.

Paultrad: What were the events which led up to you getting 'locked out'?

That generally happens with most financial web sites when you try your username/password incorrectly, say three times on the trot.
If that was the case, then the member of staff who is telling you to resubmit all of your ID stuff again, is surely just being damn awkward.

Selftrade explicitly said on their website that those members who had not completed the personal details questionnaire sent out a while ago, would be locked out until they have presented them to the new Equiniti team. I know it's frustrating, but it was careful in pointing this out. This particular form was to verify your identity and to update your personal details.......not the form which asked ridiculously intrusive details about your wealth and investing habits.

I didn't fill in the form and thankfully, I'm not locked out. I try to be real careful in putting my details on the site to log on. It's easy to make a mistake.

If they lock me out at this time, it will be a disaster.

Some bizarre tales and experiences here.