Does the Job
I have no complaints with the app. It’s the self directed platform for my company’s tax deferred plan. It allows me to buy, sell, set stops, and monitor positions. That’s all I use it for and I’ve had no issues. I use other platforms for research, fundamentals, and charts.
Why is this so crappy ?
I am currently using this app because it’s what one of my brokerage houses used . I have Fidelity App and Schwab app and they are both 100 times better with features and ease of use .
It is difficult to navigate , and useless to use to make decisions from . I don’t know why it exists at this point and time .
It is difficult to navigate , and useless to use to make decisions from . I don’t know why it exists at this point and time .
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Do the developers use this?
I’m just wondering? Because it seems obvious they don’t given the uselessness of the app. For example, look at the account activity. The display shows date, type and a column that says cash. No amount, no # of shares. Nothing useful. Write this puppy off and go back to the old version!
This used to be decent…now it’s awful
The new design is totally worthless. Want to know how many shares you own? Can’t find it. Unless it’s the start of the month, the chart on the front is out of date…up to a month. Want to know how much your portfolio changed today? It’ll scroll by before you know it. Want to read the light gray font on the white background? You can’t. Please go back to the old version and start again.
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Terrible
This app is absolutely horrible. The only reason I use it is because my financial advisor uses this company for investments. The interface is terrible although it is literally brand new. This company could log onto any other bank’s app and take an example of what it should look like. On the front page, for example, is a very small box and you can only see the four most important numbers by scrolling through them like an old picture-reel websites from 10 years ago. Then, there is a huge and somewhat meaningless graph of the last six months of performance. Want to see a longer period of time? Can’t do that. I wish they would rewrite this entire app to be more useful.
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Modern Theme requires scrolling
Bring back the ‘old’ theme. The new ‘Modern’ theme is not as easy to use as the old one. (The screenshots are from the old theme). You now need to scroll or use landscape view to see what was visible in portrait view in the old theme.
Holdings screen doesn’t show quantity owned in summary view so you need to open each line and scroll down. Holdings also has a bug where sometimes the Total gives option to broken down by ‘Investment, Equities, and Cash’ and other times it is ‘US Equity or International’ with ETF’s and equities listed together.
I use the app to Buy new securities and Transfer Funds from my bank into my account. This is more convenient than using a laptop but it is hard to use the app to view my overall status, Holdings, Order Status, and Gain/Loss info now.
Holdings screen doesn’t show quantity owned in summary view so you need to open each line and scroll down. Holdings also has a bug where sometimes the Total gives option to broken down by ‘Investment, Equities, and Cash’ and other times it is ‘US Equity or International’ with ETF’s and equities listed together.
I use the app to Buy new securities and Transfer Funds from my bank into my account. This is more convenient than using a laptop but it is hard to use the app to view my overall status, Holdings, Order Status, and Gain/Loss info now.
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Update to display is awful
The display has been super dummed down, has a bunch of moving text and it’s super hard to get meaningful data. ROI information is missing and it is pretty unpleasant to look at or work with - if “classic” display is possible to return to as an option that would be great because this new version is highly unpleasant and not helpful for information and meaningful data.
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Billion dollar company
App will not let you identify or contact your account manager, at a minimum I should be able to send a text or email for minor inquiries. If it’s real important I would call. You can put a disclaimer about transactions or services will not be completed till phone confirmation.
Poorly designed
App is clunky to use, feels like the website but stripped down. Sometimes gets stuck on loading screen forever (seems to be a network issue, but the app gives no indication that it’s having trouble connecting let alone troubleshooting options). Having to enter the financial organization number on each log in is frustrating and breaks the workflow of using a password manager (auto fill doesn’t matter if I need to look up the number every time)
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This is a financial app?
This is a neglected app that is in serious need of an update. The most important feature—the mobile deposit—doesn’t work unless I uninstall and reinstall it each time unwanted to use it. Really? Not much confidence in the security of this thing.
