Primitive and glitchy
I’ve accessed the app four times in recent days trying to get to basic information within my account and the app freezes every time.
Just okay
This app is just the basics. Not really customizable. Disappointing to have to give up the Stifel app after Equitable picked up a piece of the Stifel business.
Password reset does not work
I have tried resetting my password and username multiple times and it does not work. It gives an error have giving it the recover credentials.
Disappointing
I created my account (that part was easy) and logged on. I have 4 accounts (transferred from another provider). The generic names all looked the same bot with different last 4 numbers if the account. I could not tell which were which. I had to go to the old providers records to look at the amounts transferred to figure out by trial and error which account was which. I then proceeded to edit the nicknames of the accounts so I could more easily tell what’s what. Both on the web and in the phone app trying to edit nicknames met with errors. It took many many tries to change all 4 nicknames but I finally got it done. Now, I’m waiting to find out if it gives me good performance data.
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Slow
Not quite what I expect. Seem real slow in responding.







