Trust Score
Goal-based investing service with tax-loss harvesting, automatic rebalancing, and personalized advice....
Reviews (35)
Excellent service with minor hiccups
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Solid features
✗ Cons
Support could be faster
Used for: 2-3 years
Solid platform with great features
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✗ Cons
Support could be faster
Used for: 6-12 months
A game-changer for my finances
Best decision I made was switching to this platform. The migration was seamless, the interface is far superior to what I was using before, and the fees are significantly lower. I only wish I had made the switch sooner.
✓ Pros
Great mobile app
Used for: 2-3 years
Worst platform I've used
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
Withdrawal issues
Used for: Less than 1 month
Needs significant improvement
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
Competitive on some fees
✗ Cons
Limited features
Used for: 3-6 months
Solid performance overall
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Improving regularly
Used for: 1-3 months
Incredible platform, love it
This platform has transformed how I approach my finances. The automated features save me hours every month, and the returns have been consistently above my expectations. The team is clearly expert in their field.
Used for: More than 3 years
Strong platform with room to grow
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
Clear pricing
✗ Cons
Could offer more educational content
Used for: Less than 1 month
Solid platform with great features
Great service with only minor room for improvement. The main platform is excellent but the educational resources could be expanded. That said, for experienced users this is a top-tier option with competitive pricing.
✓ Pros
Decent mobile app
✗ Cons
Some advanced features missing
Used for: 1-2 years
Reasonable service for the price
Mixed experience so far. The platform has some genuinely good features but also some frustrating limitations. Customer support is hit or miss - sometimes excellent, sometimes slow to respond. For the price point it's acc…
✓ Pros
Some good tools
Used for: 1-3 months