Not working
After last update it not logging in anymore
Not secure
The app did an update that requires you to turn off privacy settings in safari to be able to log in. Their rep told me that if your account is locked, you can just use the reset password option which will automatically unlock the account (which seems like a major security concern). And when I pointed this out I was told I could send my complaint to my financial advisor. So they couldn’t take that valid complaint.
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Nothing under the hood.
My trades don’t show until two days afterwards at times. Holdings are frequently missing. You also can’t download your cost basis in the app.
STOP LOGGING ME OUT
good lord this app is HORRIBLE! my financial advisor switched to cetera from LPL and every time i close the app, it logs me out and even with biometrics says my
password is never correct upon re-entry. i have reset my password at least five times today alone. get this fixed! I'm about to pull my investments and put them somewhere else because of this, it is RIDICULOUS.
password is never correct upon re-entry. i have reset my password at least five times today alone. get this fixed! I'm about to pull my investments and put them somewhere else because of this, it is RIDICULOUS.
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Log in Difficult
App is not too bad after you get logged in. Problem with this app is you’re required to provide a multi character password for security which is great but you cannot use a password autofill device to enter it at log in because Advice Works tells you you’ve entered it wrong. However, when you type in the exact same password, you can log in. App needs to allow user to use a password program to enter your info
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