iPhone app sucks
Response from developer
Good Morning. We apologize that you had difficulty rebalancing via the mobile app. While you have the portfolio open, if you scroll to the bottom of the position list, you should see a button 'Run Risk Rebalancer'. Clicking this button should allow you to rebalance your portfolio. Please contact our Customer Success team at 866-385-2076 if you run into any issues or have any questions.
Confusion
Response from developer
We are very sorry to hear that you have not found our products to be helpful. We would love to talk with you and help you navigate your subscriptions to come up with the most beneficial solution for you. Please contact our customer service team and 866-385-2076 and we would be happy to assist you!
Cost basis bogus
Response from developer
Thank you for sharing your feedback. You are correct, at this time our software does not support multiple purchase lots (entry dates). We are very sorry for any inconvenience this causes. Our development team is investigating solutions for this issue, however, at this time we do not have an ETA on when a solution will be available.
Fixed bug
Response from developer
We are sorry to hear you are still experiencing the issue. It is possible you were logging in or logging out during the time we were working on the app, which is why you are still experiencing a problem. We recommend deleting the app and reinstalling it. This should resolve your issue.
This is broken
Response from developer
We are sorry to hear you are still experiencing the issue. It is possible you were logging in or logging out during the time we were working on the app, which is why you are still experiencing a problem. We recommend deleting the app and reinstalling it. This should resolve your issue.




