Leave a Review CI Direct Investing
Good idea but poor execution
Transfers don’t go through when scheduled. The app states that transfers go through within three business days. This is not true. I have been waiting long past three days and am still waiting for transfers to be processed. Customer service reps on chat are completely unhelpful. They are very apologetic have not been able to rectify the problem. If you can’t invest money, what’s the point of having an account? Waste of time and energy.Show less–Anonymous
Developer Response
Hi there. We’re so sorry to hear you had a negative experience! If you’re able to contact us at 1-888-373-7674, we’d love the opportunity to make things right.Room for improvement
The app is easy to use but I think it could improve by having documents such as tax forms and quarterly statements available through the app rather then having to use the web portal to receive them.whocaressboutthenickname
Horrible experience, better go with another option
My experience with WealthBar started out great. I contacted them and asked about my eligibility before opening an account. I received a reply saying yes, I could open an account as long as I had a minimum of $25,000. A couple months later, I get contacted by WealthBar saying I’m not eligible for an account and I’ll have to close down my account. This is understandable as I am no longer a Canadian resident. I see my portfolio liquidated with some profits available on my account page for a day. When I receive my funds back, I get my initial investment minus the fees. NONE of my profits were returned to me. I contact the team for an answer and the team stated they had ‘reversed’ my positions despite seeing the trades. When I check again, the trades were removed from my account. Hence, I would caution all potential customers before proceeding with WealthBar.Show lessKarn S
Developer Response
We are truly sorry to hear about your experience, it is certainly not the experience we would have liked you to have. Unfortunately we are unable to offer our services to non-residents who are also non-Canadian citizens and this was not caught before your cash was invested. To ensure you received all of the money you deposited, and to adhere to our compliance guideline, we needed to reverse the trades in your account — even if it resulted in any gains/losses. With respect to the fees, we agree you should not have been charged. Fees are administered through our system automatically which, in this case, was not ideal. We are reversing the fees that you were charged to ensure that you receive a 100% refund of all fees as soon as possible If you have any follow up questions or concerns, please do not hesitate to contact us at 1-888-373-7674. Thanks.Great app, but need iPad version
Easy to use, but would love it if the iPad version was setup instead of magnifying the iPhone app! Keep up the good workKate Gowland
Ugly but functional
The functionality is alright, but it’s the ugliest app I have. It has exactly two colors and one of them is off-green. The graph on the opening screen isn’t very helpful either. But as a whole, it works.jay_guar
Developer Response
Hi jay_guar - we’ve passed on your feedback to the design team. We’re sorry to hear you were having login issues but glad they have been resolved. We’ve been making improvements to login flows, but if you encounter any issues in the future please contact support@wealthbar.com. Thank you!Dashboard always days behind
Data is never showing current day. I’ve been informing them for months now and the issue hasn’t been resolved.yourfrickenhero
Developer Response
Hello — thank you for bringing this to our attention. It sounds like that is not an error; the dashboard data isn’t updated in real time, it reflects the values from the end of the previous business day. If you have any further questions, please reach out to our client services team who will be able to help explain. Thank you!Superb user experience.
The user experience is very satisfying. This is big plus over Wealthsimple’s design more detail on web and mobile platforms. Plus your personalized financial advisor!MOV747
Developer Response
We're glad you're liking it! Thanks very much for the kind words.Solid choice
Too busy to bank, but WB gets it doneMoesly
Developer Response
Hi Moesly - thank you for the kind words!Looks good
Nice changes. Would like the Custom Date range filter back though.Iaxia
Developer Response
Thanks for the review and suggestion, laxia! We're happy you like the updates.Nice team
Wealthbar isnt perfect but their team work hard for you to be 100% satisfied!! Keep up the good workbobette911
Developer Response
Thanks for the kind words, bobette911! We are continuously improving the app; more new features are coming in the next few months. Stay tuned!
