Trust Score
Free robo-advisor from Charles Schwab
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…
Used for: 2-3 years
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
Regular updates
Used for: 1-2 years
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
Basic features work
✗ Cons
Interface feels dated
Used for: 2-3 years
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
Improving regularly
✗ Cons
Mobile app has minor bugs
Used for: 1-3 months
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
Could add more advanced features
Used for: 1-3 months
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
Support could be faster
Used for: 1-3 months
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…
✗ Cons
Mobile app has minor bugs
Used for: More than 3 years
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…
✓ Pros
Strong security
✗ Cons
Could add more advanced features
Used for: 1-3 months
Middle of the road. Works as advertised for the most part. Had one issue with an account verification that took several days to resolve. The platform itself is functional but lacks the polish of top-tier competitors.
✓ Pros
Some good tools
Used for: 2-3 years
Neither good nor bad. the value for money is average. the cancellation policy is a problem.