Trust Score
Full-service wealth management by Bank of America
Reviews (14)
Would recommend
Reliable platform. the integrations works well. Would be 5 stars without the occasional bugs.
Good experience
Happy with this service. the integrations is a highlight. Generally positive.
Superb service
Top-notch platform. the pricing is exceptional. Customer support is great.
5 stars well deserved
Top-notch platform. the onboarding process is exceptional. Customer support is great.
Absolutely love it
Top-notch platform. the pricing is exceptional. Customer support is great.
Outstanding service
Best in class. the documentation sets them apart from competitors. Very satisfied.
Left me wanting more
Not great. the mobile app has been frustrating. Would not recommend.
Best in the industry
Best in class. the performance sets them apart from competitors. Very satisfied.
Good value
Decent platform. the transparency is a plus. Would recommend with reservations.
5 stars well deserved
Love this service. the pricing is fantastic. Would definitely recommend.