Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Middle of the road. Works as advertised for the most part. Had one issue with an account verification that took several days to resolve. The platform itself is functional but lacks the polish of top-tier competitors.
Used for: 3-6 months
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Reliable most of the time
Used for: Less than 1 month
Good platform overall. The technology is solid, security is strong, and the range of features covers most of what I need. Would give five stars if the customer support was available 24/7 rather than just during business …
✗ Cons
Mobile app has minor bugs
Used for: 3-6 months
Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…
✓ Pros
Clean interface
✗ Cons
Some advanced features missing
Used for: More than 3 years
This platform has transformed how I approach my finances. The automated features save me hours every month, and the returns have been consistently above my expectations. The team is clearly expert in their field.
✗ Cons
Could add more advanced features
Used for: More than 3 years
Simply put, this is the best service in its category. Fast, reliable, secure, and with excellent customer support. I've been a loyal user for two years and have never had a serious issue. The continuous improvements show…
✗ Cons
Minor UI improvements possible
Used for: 3-6 months
Has potential but needs work. The core service is functional but there are too many rough edges. Verification took longer than advertised and the mobile app needs significant improvement. Hopeful they'll address these is…
✓ Pros
Functional platform
Used for: 1-2 years
Really impressed with the service overall. The core functionality works flawlessly and the security measures are robust. Docking one star because the mobile app occasionally has minor bugs, but nothing that significantly…
Used for: 6-12 months
Very good experience overall. The platform is well-maintained and regularly updated with new features. Fees are transparent with no hidden charges. Slight delay in one withdrawal but it was resolved promptly.
✓ Pros
Reliable most of the time
Used for: 3-6 months
This platform has transformed how I approach my finances. The automated features save me hours every month, and the returns have been consistently above my expectations. The team is clearly expert in their field.
✗ Cons
Minor UI improvements possible
Used for: 6-12 months