There were delays because Tracy was withholding Robert’s money in his Truist savings account and did not want to legally release Robert’s money for transporting and setting him up to live in my home in North Carolina.
The hospital released Robert from the hospital on May 3, 2022, into my care to live in my home at 600 Stage Coach Rd. However, a change occurred when on April 27, 2022, while in the hospital, Robert E Leed was released to my care by attending physician Dr. I would like to mention that Tracy Leed Baker, my sister who lives in PA has acted as a representative and managed our dad’s money because he lived in PA. Robert has made a request to Tracy to release his money to Tammy Voss who now takes care of him, and she has refused. Moreover, denying my POA while illegally allowing another party to access and transfer out his money without consent or permission. Moreover, the continued denial of my legal rights as POA to access Robert’s money along with the discrepancies in processing and the delays in approval even after the 3 to 5 days. I am writing this letter about the disregard and dishonoring of my Power of Attorney at the local branch office in Siler City, NC on May 24, 2022, to access my father’s account and retrieve his money. I am the daughter of Robert E Leed who now lives with me in Siler City, North Carolina. I an 72 years old I worked too hard for this money to have it stolen from me Truist is 100% to blame. I follow their instructions they again refuse to pay. There was adequate money in the account after the fraud yet truist refuses to pay my bills wrecking my credit I have documentation. Trusit has a elaborate system not to answer the phone when I call employees are instructed not to speak with me. I was blocked from my own account the only two checks I could view were the two I reported on the phone ignored by Truist I have documentation I contacted the bank and a bank employee Diane Evans added the two checks to the affidavit which fraud ignores. The moment Trusit takes over 42,000 disappears from my account. I had a Suntrust account for thirty years this is my fault for not closing the account the moment I heard BB&T was taking over I believe the reason I was targeted for this fraud. It also requires you to pay for its companion apps, though most companies include them with the program for no additional charge.I went to BB&T for an investment I was shown other people's personal statements and told see how much money they make It immediately lost 20.000 so I filed complaints with all regulating authorities after two years BB&T aggreged to return the money without interest if I signed an agreement not to sue them. However, you need to pay for a subscription to sync directly with your accounts, which is an extra cost that most of its competitors don't charge. The program automatically tags transactions for you, which can save you time.
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However, it doesn't have the capability to compare your portfolio to the market or track fund fees, which limits you from seeing the full picture of your portfolio's value.īanktivity personal finance software for Mac stands out for the ease with which you can connect to your financial accounts, the variety of reporting options available and for the intuitiveness of its budget setup. You can see a high-level overview of your portfolio and track the performance of various assets. If you have investment accounts, Banktivity includes some tools to help you monitor those investments and see how they impact your overall financial picture.
This saves you some of the time that comes with initially setting up the budget. When you connect Banktivity to your accounts, this program automatically tags transactions.