Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (32)
Happy with my choice
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
Solid features
✗ Cons
Mobile app has minor bugs
Used for: Less than 1 month
Very positive experience
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
Decent mobile app
Used for: 6-12 months
Very positive experience
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.
✗ Cons
Mobile app has minor bugs
Used for: 1-3 months
Really impressed with the service
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 …
✓ Pros
Reasonable fees
✗ Cons
Some advanced features missing
Used for: 1-3 months
Disappointing overall
Below my expectations. The onboarding process was unnecessarily complicated, verification took over a week, and when I finally got access the platform was less feature-rich than their marketing suggested. Not impressed.
✓ Pros
Has some useful features
Used for: More than 3 years
Incredible platform, love it
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
Competitive fees
Used for: 3-6 months
Some good features, some issues
Okay for what it is. Not the best option available but not the worst either. The platform is stable and I haven't lost any money, which is the most important thing. Just don't expect a premium experience.
✗ Cons
Interface feels dated
Used for: 2-3 years
Some positives and negatives
It gets the job done but I expected more. The interface feels dated compared to newer competitors and some features that should be standard are missing. Customer support eventually resolved my issues but it took longer t…
✗ Cons
Interface feels dated
Used for: 1-3 months
Simply the best in the industry
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
Fast execution
✗ Cons
Could add more advanced features
Used for: Less than 1 month
Terrible experience, avoid!
Horrible service. The platform is unstable, customer support is rude and unhelpful, and I've had multiple unauthorized charges on my account. This company needs serious regulatory scrutiny.
✓ Pros
Nothing positive to report
✗ Cons
Unreliable platform
Used for: 1-2 years