Raymond James
VerifiedTrust Score
Independent financial advisory firm
Reviews (38)
Good platform, would recommend
Overall a very positive experience. The platform is well-designed and feature-rich. My only minor complaint is that customer support response times could be slightly faster, but when they do respond the quality of help i…
✓ Pros
Clean interface
Used for: 1-2 years
Lots of room for improvement
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
Has some useful features
✗ Cons
Confusing interface
Used for: 1-3 months
Five stars isn't enough!
Exceptional service from day one. The onboarding process was smooth, verification was quick, and I was up and running within minutes. The platform's features are comprehensive and the execution speed is impressive. This …
✗ Cons
Minor UI improvements possible
Used for: 1-3 months
Very positive experience
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
Used for: 1-2 years
Average experience overall
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…
✓ Pros
Some good tools
✗ Cons
Fees could be lower
Used for: Less than 1 month
Best platform I've ever used
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: 2-3 years
Average experience overall
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…
✓ Pros
Reasonable security
✗ Cons
Verification process too slow
Used for: 1-2 years
Fantastic experience
Top-notch platform. the ease of use is exceptional. Customer support is great.
Below expectations
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.
Used for: 1-3 months
Mediocre service
Mediocre platform. the pricing is decent but the customer support response time is a concern.