Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
What We Love
- 👍 Fantastic relationship
- 👍 Very confident with portfolio management
- 👍 Everything in one place
- 👍 Family-friendly
- 👍 Very user-friendly
- 👍 Fabulous website
- 👍 Excellent secure website
- 👍 Great advisor
- 👍 Flawless app
- 👍 Impressive app
- 👍 Excellent help with signing in
- 👍 Fast service
- 👍 Simple and easy to use
- 👍 Functional and easy to use
- 👍 Comprehensive overview of accounts
Room to Improve
- 🐛 2FA required every time with Face ID
- 🐛 Graphs and holdings information not user-friendly
- 🐛 Total View lags and shows incorrect balances
- 🐛 App crashes frequently
- 🐛 Verification codes not received
- 🐛 Login issues, app not working
- 🐛 Orientation locked to landscape on iPad
- 🐛 Difficult to get performance information
- 🐛 Credit card integration is poor
