All round great
Easy to use, and the customer service is quick and very helpful.
Easy interface
The app is intuitive & easy to use. Appreciate that I can connect my other investments & I get a satisfying big picture of growing nest egg. Also like the tax loss harvesting & ability to have separate savings accounts for short term goals like travel, and large ticket items.
Mostly Great
There's a handful of operations that can only be done on a desktop, but the app is good for the day-to-day. A years-old frustration is that once an external account is assigned to the Retirement goal, it cannot be unassigned. "None" is an option, but that election does not stick when selected. Have to unlink the whole account and link it again to unassign it.
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Easy to save
The app is great so you can move money, invest, or make interest
Update fraud prevention
Wasted an hour because app told me to call the wrong number when I clicked my locked card.
