Overview screen
The Accounts Overview screen defaults to a 1-year timeframe. Users should be able to set their own timeframe default option for this screen. Currently, if I want to see an account overview for YTD, that involves 6 taps: More/Balances/Historical/Filtered View/Year to Date/Apply
It seems we used to be able to choose a timeframe for the Accounts Overview screen. Please bring this back.
It seems we used to be able to choose a timeframe for the Accounts Overview screen. Please bring this back.
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Liking it now
Update - pretty good, some user error addressed 🥹
Wasn’t saving login but if I close the app all the way it works.
Fonts are not too legible & should be a bit bigger.
Wasn’t saving login but if I close the app all the way it works.
Fonts are not too legible & should be a bit bigger.
More personalization
I understand that my financial advisor is heavily involved, but I wished there was more customization.
Ease
Love that we can add money to our bond fund without a lot rigamarole
Performance
App is overall average at best. One nice addition would be adding in the performance summary rate of return for all accounts and each account individually for tracking progress. This would limit calling my advisor to get those numbers, if provided inside the application.
