Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
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
Reliable platform
Used for: 3-6 months
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…
Used for: Less than 1 month
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
Some good tools
✗ Cons
Verification process too slow
Used for: Less than 1 month
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…
✓ Pros
Wide range of features
Used for: More than 3 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…
✓ Pros
Clear pricing
✗ Cons
Support could be faster
Used for: 2-3 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…
✗ Cons
Support could be faster
Used for: 1-2 years
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
Reasonable security
✗ Cons
Interface feels dated
Used for: Less than 1 month
Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.
✓ Pros
Fast execution
✗ Cons
Minor UI improvements possible
Used for: More than 3 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…
✗ Cons
Mobile app has minor bugs
Used for: 3-6 months
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
Wide range of features
✗ Cons
Minor UI improvements possible
Used for: 2-3 years