Manage your complete financial picture with this app, offering a comprehensive overview of accounts, investment performance, and net worth. Securely store financial documents and collaborate with your financial professional.
What We Love
- 👍 Access to accounts and documents
- 👍 Intuitive and straightforward navigation
- 👍 Face ID login support
- 👍 Seamless interface for tracking finances
- 👍 Useful for viewing account balances
- 👍 Useful for viewing/uploading documents
Room to Improve
- 🐛 Frequent login issues
- 🐛 App crashes frequently
- 🐛 Inconsistent data updates
- 🐛 Missing key features from web version
- 🐛 Not user-friendly interface
- 🐛 Poorly designed UI elements
- 🐛 Security concerns with password reset
- 🐛 Unreliable account synchronization
- 🐛 Portrait mode only
- 🐛 No historical charts or performance tracking
- 🐛 No stock lookup feature
- 🐛 No way to change password in-app
- 🐛 No daily gain/loss information
- 🐛 No log of new trades
- 🐛 Blank screen after loading
- 🐛 App requires turning off privacy settings
- 🐛 Does not automatically pick up SMS codes
- 🐛 Holdings frequently missing
- 🐛 Cannot download cost basis
- 🐛 Total balance not accurately reported
- 🐛 Does not show balance changes well
- 🐛 Lacks value over other apps
- 🐛 Tiny fine print and faded colors
- 🐛 Awkward two-factor authentication process
