Go review a competitor app
Schwab and Fidelity are much more user friendly. This app lacks specifics. How come I can see a single page that shows my contribution amount, how said contribution amount was allocated among my investments, the dividend / interest income earned and the fees all in one simple page? Like where is that? Even the statements don’t show this. Figure it out. What about seeing yearly income earned in the portfolio? Where is that simple measurement? Schwab shows your past year, your estimated current year and your potential for next year. I literally cannot get over how bare bones and ineffectual the app is. 3 different ways to see my contribution percentage though! (Which oh yeah, I know cause I set it…)
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Returns
Have lost about 20 k in the last 4 months thinking of pulling going to annuities
Can’t log in always could
Was easy now is not
Impossible to move money out
Do not use this company if you want any power over you’re money. Once you’re there you can’t leave. Most brokerages do not accept their funds and Principal doesn’t have cash accounts to you can not liquidate to get the money out. The returns are mediocre and the fees are high. Absolutely horrible. Been in the financial industry for over 20 years, it’s consensus that they’re the worst company to have an IRA or 401k. Been trying to move money for 4 months to no avail. Be warned.
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Forgot password doesn’t work
App won’t let me log in. Change password and then the app still won’t let me login. It’s 2026, this shouldn’t even be an issue.
Share Document
Please allow the app to export or share documents. The phone makes it easy to view the document, but can’t download or share anything.
Terrible app, worse customer service
Phone number got stolen in feb. don’t ask how, no clue. Had to change numbers. They REFUSE to update my information to the new number. Several calls, fighting through the phone maze, utterly disregarded and ignored. Zero help. They have stolen tens of thousands of dollars from me, and I have no recourse. Six months. This company is a scam. Nobody should trust them with your money.
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Sucks
Constant unnecessary updates needed on an almost daily basis that take hours to download
User friendly
Great user friendly app with all information easy to access
Why two screens for login?
I don’t get the UI choice to have a seperate screen for your user name and password. Have one screen for both username and password otherwise let me save my username in the field so I can quickly move to the password rather than having me basically populate with two calls to my password manager.
Investment choices underperform
Awful service. Investment choices suck and underperform
Continues to redirect to onboarding
The app and website keeps redirecting me to the onboarding screens. Whenever I try to navigate to my account it will redirect to these screens and acts like I have not made contribution and investment choices.
No mobile deposit?
Website and app claim I can picture deposit my rollover check. Nowhere in the app to be found. Called customer service and it is a “known issue” but only happens on rare occasion! That did not inspire any confidence here.
Great App
Easy to use!!
Took 10 days for emergency fund withdrawal
I hate this app
Contribution
I have not been able to change the percentage of contributions through this app but able to change on the web browser. Not sure what is the difference.
Please put back customizable date range in personalized rate of return.
The new update doesn’t seem to have it. Without it you can’t easily track how the changes to certain investments on certain dates are doing. You are reduced to YTD, 6M, 1 YR…
I apologize if it is somewhere else and I haven’t seen it.
I apologize if it is somewhere else and I haven’t seen it.
Best company
Totally professional and very knowledgeable
ZERO STARS!!!!
Unable to access my account now!
The latest update on the app keeps my phone in an endless loop of sending a code to my phone and then timing out because the code is never received. Please fix asap!
The latest update on the app keeps my phone in an endless loop of sending a code to my phone and then timing out because the code is never received. Please fix asap!
Use native
Why you don’t use native language like Swift to build the app? It’s easy to tell that’s an hybrid framework. The UX will never be the same.
