Terrible authenticating process. i’m not a fan of going around in circles with AI assistant.
Spent two days going around in circles with AI assistant explaining the problem telling me I put my wrong birthdate in and then send me to the Social Security number option. I would fill it in then tell me I was I put the wrong birthday and I’m not even on the birthday thing so frustrated.
Great
I had zero issues setting up
Horrible “White Glove” Service
I would not recommend this brokerage company, especially if you are in the U.S. Kraken Pro might not be a “brokerage,” but they provide much better service! I’m actually appalled. Worst experience ever.
Not as advertised
I chose Caleb & Brown because they emphasize a white-glove, personalized client experience. Unfortunately, my onboarding experience didn’t match that expectation. After opening an account, speaking with an advisor, sending a $100 test wire, and proactively working with them to convert the account to my LLC, I still received generic compliance requests that suggested the context of my account hadn’t been carried through internally. The compliance requirements themselves weren’t my concern—it was the lack of continuity and communication between departments. For me, that didn’t align with the level of service that was advertised.
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Mr Perez
They have the best support team. Opening my account with Caleb & Brown has brought me peace of mind. Highly recommend them. Very professional.
