Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (67)
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…
✓ Pros
Great mobile app
✗ Cons
Minor UI improvements possible
Used for: 3-6 months
The gold standard in the industry
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…
Used for: Less than 1 month
Disappointed with the service
Not worth the hassle. Too many problems with basic functionality. The mobile app crashes regularly, deposits take too long to process, and the support team seems overwhelmed. There are better options available.
✓ Pros
Competitive on some fees
✗ Cons
Higher fees than advertised
Used for: 1-2 years
Good platform, would recommend
Solid platform that delivers on its core promises. The fees are competitive, execution is fast, and the interface is user-friendly. A few advanced features I'd like to see added, but for most users this will be more than…
Used for: 1-3 months
Poor customer support
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
✗ Cons
Confusing interface
Used for: More than 3 years
Great experience, highly recommended
Strong performance and reliable service. I've been using it for eight months and have been consistently happy. The interface updates they've made recently have improved the experience significantly. Minor issues with the…
✗ Cons
Mobile app has minor bugs
Used for: 1-2 years
Very satisfied with my experience
Very satisfied with my choice. The onboarding was straightforward, the platform is reliable, and I've had no major issues in six months of use. Customer support was helpful when I needed assistance with a withdrawal ques…
✓ Pros
Reasonable fees
✗ Cons
Mobile app has minor bugs
Used for: 6-12 months
Needs improvement in several areas
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
Acceptable pricing
Used for: 1-2 years
Reasonable service for the price
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
Functional platform
Used for: Less than 1 month
Let down by this platform
Frustrating experience overall. The platform works sometimes but has too many outages and technical problems. Customer support acknowledged the issues but couldn't provide a timeline for fixes. Looking to move elsewhere.
✓ Pros
Competitive on some fees
✗ Cons
Higher fees than advertised
Used for: 1-3 months