Poor Upgrades
The app used to be user friendly and you could better review the performance of your account. It’s very cumbersome now and they removed a lot of the benefits of a touch screen such as scrolling along a chart to see the data. Now it’s just an image of a line graph.
Response from developer
Hello, thank you for your constructive comment. Your feedback is very important to us and we will take your suggestions into account to improve our application. Don't hesitate to contact us 1-800-463-6236 if you have any other ideas or feedback. Have a nice day!
Accounting.
The discrepancies in accounting get worse. Today at 4:00 pm I was down $5617. However, since Friday past at 3:59:59 pm, I’m down over $14,000. Computers go the speed of light, but apparently not on weekends! You’re not responsible for the poor account performance, but it’s not been captured in any timely manner. Now, I say, “Only accurate to + or - $10,000, it’s of no use whatever!
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Balance
Portfolio balances are only accurate to + or - $5K sometimes a bigger discrepancy. I haven’t checked recently, but even though I was born in 1950, my age was recorded at 99 years .
Locked investment
One of my investments has been locked away for approximately 9 years and cannot be accessed. Not happy with this company.
My advisor tries really hard and keeps my interests top of mind
These are very difficult times. My advisor has been awesome. Even though I’m a little paranoid, he leads me through every strategy because we are 67 both my wife and I and we cannot afford to be Decimated by our investments
