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We help resolve disputes between consumers and their financial services firms
Inquiries received in 2025
26,000+
Cases opened in 2025
6,100+
Increase in cases closed in 2025
36%
Ms. C managed her own investments through a trading account at a do-it-yourself (DIY) investing firm (also known as an order-execution-only (OEO) firm), which operated as a subsidiary of her bank. She linked her bank account and trading account together and enjoyed the convenience of transferring funds between them. Ms. C managed both accounts independently as the sole accountholder.
Read OBSI's latest newsletter featuring our Q3 2025 case data & insights, OBSI's response to CIRO's request for comment, our Proactive Resolution initiative pilot, and OBSI’s approach to releases and non-disclosure agreements.
We are pleased to announce the launch of our Proactive Resolution initiative, a pilot project running from November 1, 2025 to January 31, 2026. This initiative is designed to encourage firms to resolve complaints directly with consumers as early as possible in the OBSI process. We believe early resolution can enhance consumer satisfaction and reduce resource demands, benefiting all users of our service.
Fraud Awareness
At OBSI, we have seen a significant increase in complaints related to cryptocurrency and fraud. Here’s what happened to a senior who was targeted in a crypto investment scam.
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