Won't even start
Current version of app and current iOS installed on iphone 13 and when I try to open the app the little red circle just spins indefinitely and never loads
Rarely can get into the app
Almost every time I try to access the app, it prompts me to jump through a bunch of hoops to log in only to time out. This seems to be true on and off VPN, and when it does work it seems to be completely random.
No ability to cut and paste user names and passwords for external accounts.
Impossible to add external accounts because you can’t add your username and password unless it is an incredibly easy password. There is no cut and paste option.
Improved Investment Allocation
Besides a modern and sleek interface, the allocations page offers more features and interactivity. You can group your accounts as you please, you can see all your finances grouped by equity, fixed income, cash, and alternatives. Each holding has current pricing, news, performance charts, 52 week low/high pricing, and handy tax lots for each purchase. I feel I have better control of my finances, because all the information is easily accessible in an intuitive format.
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