Charles Stanley My Accounts User Reviews

Top reviews

Good when it works

Decent app let down by the fact the service is constantly unavailable. Find a way to update your software without taking everything offline all the time 🤯🤯🤯🤯

Almost there

I find this app very useful for keeping an eye on my investments. The only thing I find annoying is when I go to look at statements it defaults to the last date I looked at. Why not default to the last 30 days and then allow for changes? The first few times I used it I didn’t realise this and just thought there hadn’t been any further transactions.
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Unstable. Often needs reinstalling.

Good app when it works. Plenty of information although not particularly intuitive. Slightly annoying that the headline value only updates overnight.

The main issue is that approx once a month the app stops working so you have to delete it, log into the website then reinstall. Not the end of the world but annoying.
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Very poor app

This app is great with the information it provides.....when it’s working. It will be fine for months and then won’t let you login claiming you are not connected to the internet when clearly one is. Try and reset your password and you might as well forget it and just try and get a life. Whilst I’m enormously happy with Charles Stanley as a financial company, this app is not good when it comes to run of the mill glitches and doesn’t reflect well on their core business. They would be better off without it as I am going to be from now on. Not good enough.
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Very poor app

Invariably the website is down and this is followed by further logging in problems. Not very happy with investments and the app now, have already moved my pension away so will probably follow with isa’s etc shortly. Very disappointed in this company.

Stopped working a month ago

Was ok until last release, now claims not to be connected to the internet (the phone is it work fo e in every other app), claims wrong username/password combo, it’s not it’s saved in keychain and works for the website. I have just deleted it, old app still works but that has an awful UI.

Frequent error logging in

Frequently requires to be deleted and reinstalled to allow me to log in, due to apparently not finding a WiFi signal.

Can’t log in

Says my username and password is incorrect, despite the fact I am able to go to the website and log in with that same username and password. 🤔

Not for the average investor

The previous version was more user friendly and simpler to find your way around. This is complicated by trying to provide far too much information and the information that non- professional investors may want is not the default. Most annoying is that the statements don’t update automatically. Set the filter to the last 30 days on 30 March and you get the whole of March. Come back on 30th April, it shows “last 30 days” but you will still get the same statement for March and not April. You then have to re-set it manually. Frustrating.
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Not Smart Phone Friendly

Just way to much info ... can only
show 3 holdings at a time when the screen is rotated a bit useless when your overlooking 30 plus holdings.
The whole thing needs compressing
down with some columns over generous and others totally irrelevant like the symbol column which is a no option removal.

App crashes

App crashes on login after recent app refresh

Great change to the App

Really good change to the app from before, much more in-depth info to your stock, direct email access to fund manager.
Only current issue is rotating your iPhone on the summary screen (shuts down the app) which is supposed to give you more information on the list of your stocks. Hopefully this will be ironed out in the coming days as this is a minor error.
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Not For CS Direct... waste of my time

Sure it's probably ok for CS Account holders, but I wasted a lot of time trying to log in to my CS Direct account going back and forth with the website. Not clear whatsoever.

Nothing wrong with this app!!!

If you have a proper Charles Stanley account this app is great! Don't be put off by the other reviews moaning it's not for Charles Stanley direct accounts! It was obvious enough to me who has both.

Misleading

Not clear this is not for direct customers. Waste of time.

Not for Charles Stanley Direct users- misleading!

Thanks to the other reviews I figured out why my log in wasn't working! I was also trying out the app because it was advertised on the website when I logged in last.

Another layer of distraction.

Ditto other comments. Charles Stanley Direct website persistently asking me to rate their apps. Tried ages ago and didn't work and forgot about it. Now tried again and still not working as it's not apparently for direct customers. Another layer of distraction.

Rubbish

Not for direct customers.

Misleading

This is not for direct customers. Even though the direct website is asking me to tryout the app!

Rubbish

Only works for CS accounts and not CS Direct accounts. This is not made clear so as a result I wasted time trying to log in and reset passwords. Not good! And why is there not a CSD app??? Useless