Trust Score
Fee-only financial planning firm offering objective advice without conflicts of interest....
Reviews (25)
Middle of the road experience
Neutral experience. Some features I really like, others I find frustrating. The customer support team is friendly but not always knowledgeable. Would consider switching if a better alternative at this price point emerged…
✓ Pros
Functional platform
✗ Cons
Missing key features
Used for: 2-3 years
Outstanding support and features
After trying several competitors, I finally found a platform that delivers on its promises. The security features give me peace of mind, the mobile app is excellent, and the rates are among the best I've found. Five star…
✓ Pros
Great mobile app
Used for: 1-3 months
Very positive experience
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.
✗ Cons
Mobile app has minor bugs
Used for: 3-6 months
Worst platform I've used
Do not use this platform. Multiple red flags including unexplained account restrictions, delayed withdrawals, and support that goes silent for days. This has all the hallmarks of a poorly run or potentially fraudulent op…
✓ Pros
Nothing positive to report
✗ Cons
Terrible customer support
Used for: 1-2 years
Couldn't be happier with my choice
I've been using this platform for over a year now and I couldn't be more satisfied. The interface is intuitive, fees are competitive, and customer support has always been responsive and helpful. Highly recommend to anyon…
✗ Cons
Minor UI improvements possible
Used for: 2-3 years
Wouldn't recommend to others
Poor experience. Multiple issues with account verification, slow transactions, and customer support that takes days to respond. The platform has potential but needs significant work before I'd recommend it.
✓ Pros
Competitive on some fees
✗ Cons
Very slow customer support
Used for: 1-3 months
Poor customer support
Let down by this service. Started well but quality has declined. Response times from support have gotten worse, there have been several unexplained outages, and some features that worked before now seem broken.
✗ Cons
Limited features
Used for: 3-6 months
Exceeded all my expectations
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…
Used for: 1-2 years
Transformed how I manage money
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…
✓ Pros
Excellent customer service
Used for: 3-6 months
Could be much better
Decent service but nothing that makes it stand out from competitors. The basic functionality works fine but some of the advanced features feel half-baked. I'm continuing to use it but actively looking at alternatives.
✓ Pros
Basic features work
✗ Cons
Customer support is slow
Used for: 2-3 years