1 Star — Horrible Customer Service and an Unnecessarily Complicated Process
I rarely leave negative reviews, but my experience with CSG Forte Payments has been so unbelievably frustrating that I feel obligated to warn other business owners.
I have spent several hours, made three phone calls, and exchanged numerous emails simply trying to change the bank account associated with an existing merchant account.
I provided EVERYTHING requested:
* A voided check
* An official bank statement
* Forte’s completed bank account change form
* A screenshot directly from Fidelity confirming the correct ACH account and routing information
Despite providing all four documents, Forte has continued requesting additional verification without adequately explaining why the existing documentation is insufficient.
The situation became so ridiculous that Fidelity informed me Forte’s latest request was so unusual that they would have to prepare a custom verification letter specifically for them. Fidelity said it would take at least three business days to produce this document.
To make matters worse, several phone calls involved significant communication barriers that made it extremely difficult to explain the issue or get clear answers. Representatives talked over me, appeared unfamiliar with how Fidelity handles checking versus ACH account numbers, and repeatedly failed to provide a meaningful resolution. I have no issue with where someone is located or what language they speak, but a financial services company should ensure its representatives are properly trained and able to communicate effectively about banking matters.
I completely understand the importance of financial security and bank verification. What I don’t understand is why a simple account change requires hours of my time, three phone calls, numerous emails, four supporting documents, and now a custom letter from one of the largest financial institutions in the country.
This is a failure of customer service, training, communication, and basic operational efficiency.
What should have been a routine administrative update has turned into a multiday ordeal, and the lack of urgency or accountability has been incredibly disappointing.
If you’re a business owner considering CSG Forte Payments, I strongly encourage you to research their customer service before committing. Imagine having an urgent banking issue and being forced to navigate this level of incompetence just to make a simple change.
One of the worst customer service experiences I’ve had with a financial services company. I would absolutely not recommend CSG Forte Payments based on my experience. Review collected by and hosted on G2.com.
1 Star — Horrible Customer Service and an Unnecessarily Complicated Process
I rarely leave negative reviews, but my experience with CSG Forte Payments has been so unbelievably frustrating that I feel obligated to warn other business owners.
I have spent several hours, made three phone calls, and exchanged numerous emails simply trying to change the bank account associated with an existing merchant account.
I provided EVERYTHING requested:
* A voided check
* An official bank statement
* Forte’s completed bank account change form
* A screenshot directly from Fidelity confirming the correct ACH account and routing information
Despite providing all four documents, Forte has continued requesting additional verification without adequately explaining why the existing documentation is insufficient.
The situation became so ridiculous that Fidelity informed me Forte’s latest request was so unusual that they would have to prepare a custom verification letter specifically for them. Fidelity said it would take at least three business days to produce this document.
To make matters worse, several phone calls involved significant communication barriers that made it extremely difficult to explain the issue or get clear answers. Representatives talked over me, appeared unfamiliar with how Fidelity handles checking versus ACH account numbers, and repeatedly failed to provide a meaningful resolution. I have no issue with where someone is located or what language they speak, but a financial services company should ensure its representatives are properly trained and able to communicate effectively about banking matters.
I completely understand the importance of financial security and bank verification. What I don’t understand is why a simple account change requires hours of my time, three phone calls, numerous emails, four supporting documents, and now a custom letter from one of the largest financial institutions in the country.
This is a failure of customer service, training, communication, and basic operational efficiency.
What should have been a routine administrative update has turned into a multiday ordeal, and the lack of urgency or accountability has been incredibly disappointing.
If you’re a business owner considering CSG Forte Payments, I strongly encourage you to research their customer service before committing. Imagine having an urgent banking issue and being forced to navigate this level of incompetence just to make a simple change.
One of the worst customer service experiences I’ve had with a financial services company. I would absolutely not recommend CSG Forte Payments based on my experience. Review collected by and hosted on G2.com.
