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.
Totally Useless
Both the app and website are totally useless to include limited transactions. Even when trying to do simple tasks the navigation and ability to locate what should be very easy and attainable are made impossible. Endless navigation through “help” articles lead in a circle of stupidity. Maybe instead of trying to look pretty an idea might be to make it actually function for your clients. I also use Fidelity and the difference between the two are shocking. LESS HELP ARTICLES AND MORE FUNCTIONALITY.
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Upload dosent work
POS
Principal Call Responder
Principal call responsiveness is outstanding! I felt my life changed instantaneously when I learned about the benefits of the online application.
The best
Amazing app
Why
Why has the mobile version—which was working well, even if not perfectly—been reverted to the mini-web version? Please restore the mobile interface.
