Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.
What We Love
- 👍 Access to accounts and documents
- 👍 Intuitive and straightforward navigation
- 👍 Face ID login support
- 👍 Seamless interface for tracking finances
- 👍 Useful for viewing account balances
- 👍 Useful for viewing/uploading documents
Room to Improve
- 🐛 Frequent login issues
- 🐛 App crashes frequently
- 🐛 Inconsistent data updates
- 🐛 Missing key features from web version
- 🐛 Not user-friendly interface
- 🐛 Poorly designed UI elements
- 🐛 Security concerns with password reset
- 🐛 Unreliable account synchronization
- 🐛 Portrait mode only
- 🐛 No historical charts or performance tracking
- 🐛 No stock lookup feature
- 🐛 No way to change password in-app
- 🐛 No daily gain/loss information
- 🐛 No log of new trades
- 🐛 Blank screen after loading
- 🐛 App requires turning off privacy settings
- 🐛 Does not automatically pick up SMS codes
- 🐛 Holdings frequently missing
- 🐛 Cannot download cost basis
- 🐛 Total balance not accurately reported
- 🐛 Does not show balance changes well
- 🐛 Lacks value over other apps
- 🐛 Tiny fine print and faded colors
- 🐛 Awkward two-factor authentication process
