Complaints

This profile includes complaints for Omnia Research, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Omnia Research, LLC

  1125 N. Charles Street 4th Floor Baltimore, MD 21201

• 

  Omnia Research, LLC

  55 NE 5th Avenue, Suite 100 Delray Beach, FL 33483

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

• Initial Complaint

  Date:10/14/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Iam receiving emails thanking me for my payment! I dont have a loan with you, and I didnt give any family my information to use! Either Im a co-signer or Im some way iam associated with this loan, that either ****** ***** has or, ****** ***** has! Please help me get too the bottom of this loan!!

  Business Response

  Date: 10/15/2024

  Thank you for your feedback. We sincerely apologize for any inconvenience. Please note that Jeff Clark Trader is not a loan offering service; rather, its an options trading service designed to help you reduce risk and maximize profits in a clear and straightforward manner. This information was communicated to the customer during our conversation on October 15, 2024.

  
  Currently, there are no charges from **** Clark on their account. Weve advised the customer that if they notice any charges and want to verify if theyre from us, they can reach out at ************** or email us at **************************************** We are committed to transparency and customer satisfaction.

  
  Best regards,
  Customer Success Team

• Initial Complaint

  Date:06/20/2024

  Type:Product Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  On April 12, 2023, I purchased a 2 year subscription to Currency Trader for $1495 USD. The last trading advice I received was on May *******. On June *******, I received notice that Currency Trader was being discontinued. I requested a refund because the service I had contracted for was no longer being provided. My request has twice been denied stating that my subscription did not offer refunds. I believe I am entitled to a pro rata refund because I am not receiving the subscription I had contracted for. The company unilaterally decided to end Currency Trader and wanted me to switch to a different subscription which I find unacceptable. The company defaulted on its contractual obligation and should be required to refund the remainder of my money.

  Business Response

  Date: 06/26/2024

  We greatly value your feedback and want to assure you that we take such matters very seriously. We sincerely apologize for any inconvenience this situation may have caused and acknowledge the concern raised.
  
  Currency Trader was launched in 2022 with the mission of trading foreign currency (forex) for quick profits. While we still believe in this mission, there are times when difficult business decisions must be made, including the closure of certain publications.
  
  The subscriber purchased Currency Trader at a deeply discounted price of $1,495.00 on 4/12/2023, which was valid for two years. The usual price for one year is $4,000.00. Unfortunately, due to a challenging business decision, we are unable to continue the service. To address this, we carefully matched the subscriber with a service similar to the original subscription that we believe will be beneficial.
  
  As such, the subscriber has been given access to Currency Wizard by ***** ******** under The Opportunistic Trader, following the same terms as the original subscription.
  
  The subscriber contacted us via email on 6/12/2024, indicating that the email regarding the next steps after **** Gam's departure was not received. We promptly sent an email with instructions on accessing the new service. However, the subscriber requested a refund for the remaining portion of the service.
  
  According to the Terms and Conditions agreed upon at the time of subscription, there is a 90-day store credit guarantee, with no refunds explicitly stated before and after the order completion. The changes that occurred are also outlined in the Terms of Use, which are accessible on our website.
  
  As specified in Section 4 of our Terms of ************** reserve the right to change, modify or discontinue any Content or any portion or feature of the Services. Such changes may include, but are not limited to, adding or removing particular Outside Contributors or Our Representatives, ceasing to provide access to a Service (and/or providing an alternative Service to you as a replacement), or changing the terms of engagement for a Service. We may make these changes or modifications at our sole discretion, either temporarily or permanently, at any time or from time to time, with or without notice to you. You agree that Omnia shall not be liable to you or any third party for any such change or modification of the Content and/or Services and that your continued use of the changed or modified Content and/or Services, and/or continued access to the changed or modified Content and/or Services, constitutes your acceptance of any such changes or modifications.
  
  Therefore, we regret that we are unable to provide a refund.
  
  Rest assured, we remain committed to transparency and customer satisfaction. Should further assistance be needed, please contact us at ************** or email us at ****************************************

  Customer Answer

  Date: 06/28/2024

   
  Complaint: 21860636
  
  I am rejecting this response because: 1.  Even in their reply they obfuscate in that I never said I didn't receive their first email.  What I wanted was a refund because they discontinued the service I had purchased. 

  2.  They hide in their terms that they can make changes but that section does not explicitly state that they cannot give refunds.

  3.  They have offered a credit of $621.77 to spend on other products which are useless to me as a senior who is winding down his investments.  If they can give a credit, surely they are capable of giving such a small refund.

  4.  The fact that the price was discounted is immaterial.  If I bought a loss leader at a department store and it proved not to be as advertised, I would get a refund.  ************ merely demonstrates that they do not have the integrity to stand behind their advertised products.  They obviously do not understand or care about excellent customer service.
  
  Sincerely,
  
  ***** Clark

  Business Response

  Date: 08/01/2024

  We appreciate your attention to the members complaint regarding the subscription to Currency Trader. We understand the concerns raised and wish to provide a detailed explanation.
  
  We acknowledge that the member is seeking a refund due to the discontinuation of the Currency Trader service. At the time of subscription, the member agreed to our Terms and Conditions, which include a 90-day OMNIA store credit guarantee. These terms explicitly state that cash refunds are not provided, a policy accepted by the customer upon subscribing. This policy remains consistent regardless of any internal changes within our company.
  
  We understand the impact that the discontinuation of Currency Trader has on the customers investment strategy. In response, we have offered access to Currency Wizard by ***** ********, an alternative service that continues to provide forex trading guidance similar to the original offering. This transition aims to align closely with the customers previous service.
  
  To address the customer's dissatisfaction, we have provided support by helping identify other suitable services within our network that might better meet their investment needs. Despite these efforts, the member still requests for a cash refund spite of our clearly communicated policy.
  
  We reached out to the member and reached a compromise that satisfied both parties. The customer agreed to the compromise, resolving the concern, demonstrating our commitment to providing high-quality service and support to all our subscribers.
  
  We remain committed to ensuring transparency and maintaining high-quality service. For further assistance, the customer is encouraged to contact us directly at *************** or email ***************************************************************.
  
  Thank you for your understanding and assistance in resolving this matter.

  Customer Answer

  Date: 09/09/2024

   
  Complaint: 21860636
  
  I am rejecting this response because:While I appreciate the settlement that was reached, I am not happy with the amount of effort that was required on my part to achieve it.  When they are the party that is defaulting on the initial agreement, good customer service on their part would be offering a refund as one of the initial options for affected clients and not as a last resort because of BBB complaints and unfavorable reviews online.
  
  Sincerely,
  
  ***** Clark

  Business Response

  Date: 11/27/2024

  Hello! A refund of $621.77 was issued to the customer on 8/2/2024 and successfully processed with ARN number ***********************. The customer was provided a pro-rated refund for the unused portion of their subscription. This refund was granted as an exception, outside of our 90-day credit policy. Attached are the terms and conditions that the customer agreed to.

  Business Response

  Date: 12/05/2024

  Better Business Bureau:

  I would like to reject the offer of Mediation for complaint ID ********.

  A refund of $621.77 was issued to the customer on 8/2/2024 and successfully processed with ARN number ***********************. The customer was provided a pro-rated refund for the unused portion of their subscription. This refund was granted as an exception, outside of our 90-day credit policy. I've attached the terms and conditions that the customer agreed to in my previous response. 

  Thank you.

• Initial Complaint

  Date:04/01/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I paid $1695 USD for Jeff Clark Currency Trader on Jan 31, 2024. Welcome msg said that if service canceled, $1695 credit applicable to Jeff Clark Trader's corporate affiliates. Customer service will not apply my cancellation credit to corporate affiliate TradeSmith. Welcome msg is misleading. Jeff Clark's Market Minute emails promote TradeSmith's products. Welcome msg as well as Currency Trader email advertising video do not mention that cancellation credit only applicable to Omnia Research products and unused credit expires after one year. I have a lifetime subscription to Jeff Clark Trader yet a credit cannot be valid as long as it is not used. My Jeff Clark Trader account is identified by my email address.

  Business Response

  Date: 04/02/2024

  Thank you for providing your feedback. We want to assure you that we take situations like this very seriously.
  
  Please be advised that the subscriber had access to our Currency Trader publication which was ordered on 1/31/2024 and provides access to all updates/contents and recommendations from the publication that are provided via email, our mobile app, and our website.
  
  The service focuses on multiple top-notch fiat currency trading recommendations. It includes all aspects of buying, selling, and exchanging currencies at current or determined prices. The subscription also provides instructions for every recommendation and the subscriber can call us at ###-###-####, or email us at ********************************** should the subscriber need assistance.
  
  As stated under the Terms and Conditions of the subscription, it includes a 90-day Omnia store credit guarantee, no cash refunds, as disclosed before and after completing the order.
  
  The subscriber requested to cancel the subscription on 03/28/2024 and was provided with the full store credits that are valid for 1 year and can be used to purchase publications from us or our affiliates within the company, Omnia Research, which includes New Paradigm Research and Opportunistic Trader.
  
  While we do promote other brands, as stated in our Welcome Letter that the customer received upon subscribing, the credit is good only for any other publication from us or our corporate affiliates at Omnia Research. We also want to ensure utmost transparency, so we encourage referring to the terms and conditions we shared with our subscribers.
  
  Rest assured, we reached out to the subscriber to provide our catalog. Should the subscriber have any further inquiries, the subscriber may reach out to us and we would be very happy to assist.

  Customer Answer

  Date: 04/24/2024

  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:

  The marketing message - before purchase - and the welcome message - after purchase - do not contain a link neither to ‘ terms and conditions ‘ nor to any catalog of corporate affiliates. In addition, there is no mention that a cancellation credit expires after one year. Lifetime subscribers to Jeff Clark Trader - like myself - should be allowed to use a credit for up to 5 years. 
  Only after becoming a subscriber and after receiving a reply from customer service, does one learn that “corporate affiliate” TradeSmith is not a real corporate affiliate when it comes to applying a cancellation credit. Their claim of transparency is unacceptable.
  Their reply states that cash refunds are not given yet that has nothing to do with my complaint. 
  Omnia Research’s reply is at best nebulous at worst deliberately misleading.

  
  Sincerely,
  
  
  
  ***** ******

  Business Response

  Date: 05/20/2024

  We value all feedback and are dedicated to providing clarity on this matter.
  
  The terms and conditions were transparently presented and easily accessible at the time of purchase, ensuring subscribers were fully informed about subscription terms, including cancellation and credit policies.
  
  Our representative reiterated the 90-day credit policy on the day of purchase for Jeff Clark Currency Trader on January 31st, 2024. All representatives are required to inform subscribers that canceled subscriptions receive credit valid for one year. Our marketing and welcome messages are also carefully crafted to clearly communicate key terms, with instructions on accessing our terms and conditions. We prioritize the upfront provision of all relevant information to our subscribers. While we understand the member's perspective on extending this period for lifetime subscribers, our current policy applies uniformly to ensure consistency and fairness to all subscribers.
  
  The term “corporate affiliates refers  to entities within Omnia Research. While we promote products from various brands, credits are applicable only to our direct affiliates under Omnia Research. This distinction is outlined in the terms provided at the time of subscription.
  
  During the cancellation on March 28, 2024, the member accepted the cancellation cancellation terms and conditions, including credit usage and the one-year validity period. Our representative noted the members' understanding and his desire to switch to Delta Report, addressing his primary concern, as he acknowledged and accepted the terms and conditions.
  
  Upon review, the member was well aware of the terms, as evident from previous interactions with our representatives. His initial request to switch to Delta Report if he cancels indicates his understanding of the terms at that time.
  
  Our policy of providing store credits instead of cash refunds is explicitly stated in our terms to offer subscribers flexibility in exploring other products within our offerings.
  
  We have contacted the member to provide a detailed catalog of eligible publications to ensure full credit utilization, demonstrating our commitment to high-quality service and support to all our subscribers.
  
  For any further questions or clarification, please don't hesitate to contact our customer service team at ###-###-#### or via email at **********************************.
  
  Thank you for your attention to this matter, and we appreciate your understanding and consideration.

• Initial Complaint

  Date:03/01/2024

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I started a subscription with this firm, after a few months I cancelled the subscription.
  Then they started charging my credit card again, once again I called to cancel my subscription, and yet they still charged my credit card again. So I called them again and they still charged my account...
  Now they won't give me a refund or even talk to me.
  Am I going to sue them in court, I have all my phone records.

  Business Response

  Date: 03/05/2024

  Thank you for providing your feedback. We want to assure you that we take situations like this very seriously.

  Please be advised that the subscriber had access to our Jeff Clark Trader lifetime subscription which was ordered on 9/4/2020 and provides access to all updates/contents and recommendations from the publication that are provided via email, our mobile app, and our website.

  The service provides multiple top-notch Options recommendations. The subscription also provides instructions for every recommendation and the subscriber can call us at ###-###-####, email us at ********************************** or use the MyAccount feature on our website should the subscriber need assistance.

  As stated under the Terms and Conditions of the subscription, it includes a 60-day money-back guarantee from the order date, as disclosed before and after completing the order. Additionally, the subscription includes a $24 plus tax yearly maintenance fee with a 30-day refund period and we provide auto-renewal notices via email at around 30 days, 15 days, 7 days, and 5 days before being charged.

  Finally, after reviewing the subscriber’s account, the subscriber only reached out to us over the phone on 11/17/2023 and via email on 2/29/2024 regarding the last maintenance fee charged on 9/4/2023. The subscriber was also advised of the dispute filed which resulted in our favor. Unfortunately, we are unable to issue any refunds for the subscription’s maintenance fee due to the reasons stated above. Rest assured, the subscription was canceled to avoid further charges. Should the subscriber have any further inquiries, the subscriber may reach out to us and we would be very happy to assist.

• Initial Complaint

  Date:12/21/2023

  Type:Product Issues
  Status:

  UnresolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I want to file a complaint against Omnia Research LLC.
  On 4/19/2023 I purchased their product “Currency Wizard” by ***** ********. In the webinar big promises were made. “beta testers had the chance to average $566 gains every week” and “Trade 3 currencies – make thousands a month”. ***** supposedly made millions in the currency trade.
  I paid $2000 for a two years’ subscription. They offered a 90-day money back guarantee.
  The first 3 months there were a number of forex trade alerts with mixed results, not even close to the $566 gains per week. I gave them the benefit of the doubt and did not cancel my subscription after 90 days.
  The next three months brought sporadic forex trade alerts. Strangely enough ***** issued two regular stock trades outside forex. Apparently, forex was not as lucrative as had been projected and they diverted to the stock market. This was not what I expected from a forex investment product. I concluded that the “Currency Wizard” subscription is very disappointing.
  On 10/29/2023 I cancelled the subscription. They did not want to refund the whole $2000, but “a prorated credit of $1,469.22 has been approved as a courtesy”. The refund could only be used for the purchase of one of their other products. I have nothing to show for the lost amount of $540.78, but am willing to accept that loss.
  After reviewing Omnia’s other products, I concluded there was nothing that would be useful to me. I already have a number of their other products and do not need more. So, I pleaded several times for a refund in cash. This was refused 3 times. I found this very disappointing as Omnia would sit on my unused money for which they offered no useful alternative.
  They agreed to cancel my subscription after six months, but then do not want to release the unused portion of my payment. I consider this bad customer service and disregard for one of their loyal customers. I hereby ask for your support to help me get a credit card refund in the amount of $1,469.22.

  Business Response

  Date: 12/22/2023

  Thank you for providing your feedback. We want to assure you that we take situations like this very seriously.

  Please be advised that the subscriber had access to our Currency Wizard publication which was ordered on 4/20/2023 and provides access to all updates/contents and recommendations from the publication that are provided via email, our mobile app, and our website.

  The service provides multiple top-notch Currency Pairs (Forex) trading recommendations. The subscription also provides instructions for every recommendation and the subscriber can call us at ###-###-####, or email us at ************************************** should the subscriber need assistance.

  As stated under the Terms and Conditions of the subscription, it includes a 90-day Omnia store credit guarantee, no refunds, as disclosed before and after completing the order. Additionally, the subscriber requested to cancel the subscription outside the guarantee period wherein we approved prorated store credits worth $1,469.22 on 10/31/2023 as a courtesy.

  Finally, the store credits are valid for 1 year and Omnia Research continues to strive to provide exceptional service. We also want to ensure utmost transparency, so we encourage referring to the terms and conditions we shared with our subscribers. Rest assured, we reached out to the subscriber to provide our catalog. Should the subscriber have any further inquiries, the subscriber may reach out to us and we would be very happy to assist.

  Customer Answer

  Date: 01/08/2024

  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:

  I do not agree with the reply from Omnia Research.
  I purchased the Currency Wizard subscription as a result of
  a webinar. The presented currency trade results were what I needed for my dire
  financial situation. As I indicated in my initial complaint, the results during
  the 90-day guarantee period were bad. The presentation sounded so convincing
  that I gave Omnia the benefit of the doubt and expected better results going
  forward. These profits did not come in the next 3 months, so I asked for the
  subscription to be canceled and a refund to be issued. I appreciate the
  conservation of the remainder of the subscription fee.
  The courtesy credit valid for one year does not offer me a
  viable solution. I already have a number of Omnia’s products and do not need
  more, or want more and cannot afford more. I do not have enough funds to be
  able to benefit from other investment programs. A cash refund is the only thing
  that would help me in this tight financial situation. I call upon your claim
  for exceptional service and grant me a cash refund.
  
  
  
  Sincerely,
  
  
  
  ******* ***********

  Business Response

  Date: 02/15/2024

  Thank you sincerely for taking the time to share your feedback with us. We truly value your input, and please know that we are deeply committed to addressing any concerns you may have.

  We understand your frustration and want to ensure you that we are taking your situation very seriously.

  We want to inform you that the subscriber had access to our Currency Wizard publication, which was ordered on 4/20/2023, granting access to all updates, contents, and recommendations via email, our mobile app, and our website.

  Our service offers a range of top-notch Currency Pairs (Forex) trading recommendations. Furthermore, the subscription includes detailed instructions for every recommendation, and if the subscriber requires any assistance, they can reach out to us at ###-###-#### or email us at **************************************.

  It's important to note that our publication has demonstrated significant gains as outlined in our Track Record, which the subscriber had access to. Lastly, we kindly encourage you to review the terms and conditions provided to our subscribers for further clarification.

  Please know that we are here to support you and address any further concerns you may have

  Customer Answer

  Date: 02/25/2024

  
  
  Complaint: ********
  
  
  
  I am rejecting this response because:

  The company comes back with their intentions, rules and "customer care" and do not address at all my concerns, arguments and hardships.

  I will send you a more elaborate response tomorrow.

  (a response time of 5 calendar days is pretty short)
  
  
  
  Sincerely,
  
  
  
  ******* ***********

  Customer Answer

  Date: 02/26/2024

  See enclosed attachment

  Business Response

  Date: 03/12/2024

  [A default letter is provided here which indicates your acceptance of Mediation. If you wish, you may update it before sending it.]

  Better Business Bureau:

  I have reviewed the response made by the consumer in reference to complaint ID .********, and find that Mediation is necessary.

  Thank you.

• Initial Complaint

  Date:09/14/2023

  Type:Sales and Advertising Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Similar to another complaint I saw on BBB, Omnia Research & Opportunistic Trader (one of their services) keep selling my information incl. email to their 3rd parties for advertising even though I submitted a request to "do not sell my information" and "delete my information" from Opportunistic Trader. I keep getting numerous emails per day from their affiliated services that they sell my information to.

  Business Response

  Date: 09/15/2023

  Thank you for providing your feedback. We want to assure you that we take situations like this very seriously.
  
  Please be advised that the subscriber has access to our *** ****** ****** publication which was ordered on 3/31/2023 and provides access to all updates/contents and recommendations from the publication that are provided via email, our mobile app, and our website.
  
  The service provides multiple top-notch options trading recommendations. The subscription also provides step-by-step instructions for every recommendation and the subscriber can call us at ###-###-####, email us at ************************************** or use the MyAccount feature on our website should the subscriber need assistance.
  
  Finally, we do not sell any subscriber information, only cross-promote our affiliates. Rest assured, the subscriber has been added to our Do Not Promote list and should take full effect within 72 hours. The auto-renewal of the subscriber's subscription has been turned off as well and is valid until 3/31/2024 with an email sent for the complete details. Should the subscriber have any further inquiries, the subscriber may reach out to us.

  Customer Answer

  Date: 09/28/2023

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID ********* So far, the response is satisfactory, but I am still waiting for the full effect of the "do not promote" setting the company has enabled. I am monitoring the incoming promo emails and hope that it will stop fully now in the next day as they mentioned. Otherwise, I will reach out to the company via the contact they gave in their response.
  
  
  
  Sincerely,
  
  
  
  ******* *******

  Customer Answer

  Date: 10/05/2023

  Hello BBB, Thank you for your help with this case! The promotion emails had stopped for a few days and now have started again unfortunately. They don't seem to get it somehow. Is it possible that you could send another request to them asking for me to truly be put on the "do not promote" list as they stated? Somehow it is reactivated again. Thank you so much for your help once again!

  My best,

  *******

  Customer Answer

  Date: 11/13/2023

  Hi BBB, I keep receiving even more emails from Omnia Research's associates. It is even worse than before with now upwards of 30 emails/day. Clearly they have not removed me from their do not promote list as they stated and just temporarily stopped emails in order to close this case. 

  Can this case be reopened?

  Thank you,

  *******

  Business Response

  Date: 11/22/2023

  Thank you for providing your feedback. We want to assure you that we take situations like this very seriously.
  
  Please be advised that the subscriber has access to our *** ****** ****** publication which was ordered on 3/31/2023 and provides access to all updates/contents and recommendations from the publication that are provided via email, our mobile app, and our website.
  
  The service provides multiple top-notch options trading recommendations. The subscription also provides step-by-step instructions for every recommendation and the subscriber can call us at (888) *******0, email us at **************@opportunistictrader.com or use the MyAccount feature on our website should the subscriber need assistance.
  
  Finally, the subscriber has been added to our Do Not Promote list and should take full effect within 72 hours. We also reached out to the subscriber to ensure the action has taken effect. Should the subscriber have any further inquiries, the subscriber may reach out to us.

  Customer Answer

  Date: 12/05/2023

  
  I am rejecting this response because: I need more days to see whether the emails really finally stop. The first time the emails stopped only for a few days and then returned. So far, as of today, the emails have not stopped again yet.
  
  
  
  Sincerely,
  
  
  
  ******* *******

• Initial Complaint

  Date:04/20/2023

  Type:Sales and Advertising Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  This group continues to sell my email address without my permission to other similar companies. I did not subscribe to their service.

  Business Response

  Date: 05/04/2023

  Thank you for bringing this matter to our attention, and we would like to express our sincere apologies for any inconvenience caused to the subscriber. We take such issues very seriously and have taken swift action to resolve the matter. The subscriber was provided with a complimentary 12-month subscription to One Ticker Trader on 3/28/2023, which offers excellent options recommendations from Opportunistic Trader. However, upon receiving the subscriber's request on 4/14/2023, we promptly discontinued the free subscription and removed the subscriber's email address from all our promotional and free email lists, including those of our affiliates. This process may take up to 72 hours to take effect, but we have also provided multiple ways to unsubscribe, including via the unsubscribe link in our emails, by calling ###-###-####, emailing *************************************** or using the MyAccount feature on our website. We have confirmed this action via a separate email to the subscriber and can assure them that they will no longer receive any further correspondence from us or our affiliates. We appreciate the subscriber's patience and understanding in this matter.

  Customer Answer

  Date: 05/21/2023

  
  
  Better Business Bureau:
  
  
  
  I have reviewed the response made by the business in reference to complaint ID ********* and find that this resolution is satisfactory to me.
  
  
  
  
  Sincerely,
  
  
  
  Hilda *****

• Initial Complaint

  Date:03/20/2023

  Type:Billing Issues
  Status:

  AnsweredMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  Paid for lifetime membership. Now tell me that there is a yearly charge to maintain membership.

  Business Response

  Date: 03/28/2023

  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the subscriber ordered our Jeff Clark Trader subscription on 11/29/2019 for $0.99 as a special promo with a yearly auto-renewal fee of $99. This publication provides the best Options recommendations with 3 stocks being traded repeatedly. Upon reviewing the account, the subscriber's Jeff Clark Trader subscription was upgraded to a lifetime on 4/5/2020 and instead of a yearly auto-renewal fee, the subscriber will only pay the maintenance fee of $24 each year to keep the subscription active and to ensure all updates and recommendations are delivered to the subscriber. Additionally, we provide auto-renewal notices via email every 30 days, 15 days, 7 days, and 5 days before being charged and we also provide several ways to manage the subscription. The subscriber can call us at ###-###-####, email us at ********************************** or use the MyAccount feature on our website. We have provided all correspondence from this subscription including the terms regarding the maintenance fee before completing the upgrade which was sent via email as well after completing it. Rest assured, we are willing to reinstate the subscriber's lifetime subscription as long as the subscriber settles the maintenance fee. We also reached out to the subscriber to provide this information and to reinstate the subscription.

• Initial Complaint

  Date:10/13/2022

  Type:Product Issues
  Status:

  ResolvedMore info

  Complaint statuses

  Resolved:

  The complainant verified the issue was resolved to their satisfaction.

  Unresolved:

  The business responded to the dispute but failed to make a good faith effort to resolve it.

  Answered:

  The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.

  Unanswered:

  The business failed to respond to the dispute.

  Unpursuable:

  BBB is unable to locate the business.

  I purchased The Opportunistic Trader for $1500 on 9/13 with all kinds of promises but lost money on my first two trades in the amount of $16000. I asked for a full refund on 9/30 in their cancellation form and only received a form response that 'they will get back with me'. On Oct 4 I received an email 'Sell All Open Trades at Market Prices' which certainly seemed fishy. Are they saying that all of their investment selections are losing money and dump them before they lose more? Or are they saying that they lost track of them and need subscribers to figure it out? After 10/4 until 10/13 I received nothing until I received 2 recommendations. I called on 10/5 and asked for a full refund on both subscriptions and did receive 2 refunds, both for One Ticket Trader. I again filled out the refund form and received the message that I could only receive a credit for an Omnia Research product without any reference as to what services are in Omnia Research. What is the lack of information all about other than to have me just give up and eat the cost of their service. At the very least, the credit should be towards Marketwise products since they own Opportunistic Trader along with many others. Not that I want any of them but at least it would be a choice. This type of company gives them all a bad name and there are a few, very few, that stand by their product and will actually give you a full cash refund. Only a cash refund would satisfy me.
  

  Business Response

  Date: 01/02/2023

  Business Response /* (4000, 9, 2022/11/10) */
  Greetings Ralph ********
  
  Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the subscriber ordered The Opportunistic Trader on 9/13/2022 with a 90-day Omnia store credits guarantee wherein the subscriber can cancel the subscription for credits and use it towards any of our or affiliate's products only, Jeff ***** Trader. In addition to this, the subscriber also ordered our One Ticker Trader publication twice at $19.00 each with a 60-day money-back guarantee. Upon review of the subscriber's account, the One Ticker Trader subscription was canceled and was refunded with two(2) $19.00 within our 60-day money-back guarantee period which should reflect the original form of payment in 5-7 business days after the cancel date, 10/5/2022. On the other hand, the subscriber's The Opportunistic Trader subscription provides the best Options recommendations every Monday and Friday via email, mobile app, and our website, and the subscriber may still take advantage of the 90-day subscription guarantee. We also provide several ways to manage the subscription. The subscriber can call us at (XXX) XXX-XXXX, email us at **************@opportunistictrader.com or use the MyAccount feature on our website. Finally, when markets become volatile, it's very easy to give into fear and panic. As individual investors, we should always feel empowered to make decisions that are best for us. This is why we recommend risk management and position sizing, especially with options trading since it is very volatile. If the subscriber is new to investing, we recommend purchasing one contract per recommendation and staying within the risk tolerance level until the subscriber is ready and comfortable to increase the risk. We will always provide updates and alerts if we ever recommend selling a position. We have also reached out to the subscriber to offer assistance with his subscription and to provide more information about where he can use his store credits into.