Trust Score
One of America's largest financial services companies
If you want to invest without spending hours researching stocks, this platform is ideal. The diversified portfolios are well-constructed and the fees are reasonable. I've been investing here for two years and the returns…
✓ Pros
Well-constructed portfolios, reasonable fees, good mobile app
✗ Cons
Limited customization options
Used for: more_than_3_years
The platform works well for basic investing but the lack of customization is frustrating for more experienced investors. You can't easily add individual stocks or adjust the portfolio beyond the preset risk levels. The f…
✓ Pros
Easy to use, reasonable fees
✗ Cons
Very limited customization, no individual stock selection
Used for: 1_to_3_years
Average service. the integrations is okay but the API reliability is frustrating.
I've tried three different robo-advisors and this one is clearly the best. The portfolio construction is sophisticated, the interface is clean and informative, and the performance has been strong relative to benchmarks. …
✓ Pros
Sophisticated portfolio construction, good performance, excellent planning tools
✗ Cons
Higher minimum than some competitors
Used for: 6_to_12_months
If you want to invest without spending hours researching stocks, this platform is ideal. The diversified portfolios are well-constructed and the fees are reasonable. I've been investing here for two years and the returns…
✓ Pros
Well-constructed portfolios, reasonable fees, good mobile app
✗ Cons
Limited customization options
Used for: 1_to_3_years
Below average. the onboarding process is recurring. Looking for alternatives.
If you want to invest without spending hours researching stocks, this platform is ideal. The diversified portfolios are well-constructed and the fees are reasonable. I've been investing here for two years and the returns…
✓ Pros
Well-constructed portfolios, reasonable fees, good mobile app
✗ Cons
Limited customization options
Used for: 1_to_6_months
The platform works well for basic investing but the lack of customization is frustrating for more experienced investors. You can't easily add individual stocks or adjust the portfolio beyond the preset risk levels. The f…
✓ Pros
Easy to use, reasonable fees
✗ Cons
Very limited customization, no individual stock selection
Used for: 1_to_3_years
Decent platform. the ease of use is a plus. Would recommend with reservations.
Perfect experience. the integrations is excellent. Will continue using.