Contact Details

Call us at (847) 250-5460 to speak with a Client Services Representative. Our hours of operation (CST) are: Monday – Friday 8:00AM – 4:30PM

If for some reason one of our service providers has not met your expectation for professional, ethical and courteous service, please help us resolve your complaint or dispute by reaching out to our Compliance Department by one of the following methods:

Get in Touch

If you prefer to send us a letter by mail, please provide the following information to help us understand your particular complaint or dispute:

  • Please provide your Name
  • 640 Financial Group Account Number or Original Account Number
  • The last 4 digits of your SSN
  • Your address and phone number
  • Do not send sensitive information such as your full Social Security Number, checking or debit card number
  • Provide as much detail about your experience with our service provider as possible, including the name of the service provider and the names of those you have spoken with regarding the issue
  • Provide a contact number or address at which we may contact you to discuss your concerns
  • If you have previously asked 640 Financial Group not to call or write you, please state in your letter whether 640 Financial Group can contact you back for the sole purpose of addressing your concerns. Otherwise, we will not be able to contact you to discuss your concerns.