Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.
What We Love
- 👍 Easy to use
- 🔒 Secure login
- 👍 Good financial decision making details
- 👍 Well designed
- 👍 Solid app
- 👍 Best website for tracking cash flows
- 👍 Great tool, used daily
- 👍 Works as described
- 👍 Pretty solid app
- 👍 Generally solid
- 👍 Convenient
- 👍 Easy to find information
- 👍 Great app, easy to use
Room to Improve
- 🐛 Overcomplicated information
- 🐛 Poor app management
- 🐛 Unconcerned with complaints
- 🐛 Constantly has bugs
- 🐛 Mobile check deposit does not work
- 🐛 Face ID fails frequently
- 🐛 Unstable and doesn't work
- 🐛 Clunky budgeting
- 🐛 Cannot easily connect to CNB
- 🐛 Lacks advisor fee details
- 🐛 Cumbersome security learning
- 🐛 Sub par for cash management
- 🐛 Bill pay is disappointing
- 🐛 Cumbersome, time consuming, not intuitive
- 🐛 Inaccessible with fingerprint
- 🐛 User ID limited characters
- 🐛 Touch/Face ID often disabled
