FinanceReviews.net
HomeCompaniesTD Ameritrade Essential Portfolios
T

TD Ameritrade Essential Portfolios

Verified
Robo-Advisors
www.tdameritradeessentialportfolios.com New York, USA Founded 2015 1-50 employees
29
Poor

Trust Score

3.8(24 reviews)

ESG-focused automated investment service aligning portfolios with environmental and social values....

Reviews (24)

Filter:
4.0
in 5 months

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…

✗ Cons

Could offer more educational content

Used for: 1-2 years

Petra Thompson
Petra Thompson
Active20 reviews
4.0
in 4 months

Very good overall, minor improvements needed

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…

Used for: Less than 1 month

Jason Li
Jason Li
Newcomer21 reviews
2.0
in 4 months

Not what I expected

Regret signing up. The platform doesn't live up to its marketing promises. Fees are higher than stated, the interface is confusing, and getting help from support is a frustrating experience. Would not recommend.

✓ Pros

Has some useful features

✗ Cons

Poor mobile app

Used for: 1-2 years

Gianna Johnson
Gianna Johnson
Active23 reviews
4.0
in 4 months

Reliable and easy to use

KYC VerifiedVerified

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

Fast transactions

✗ Cons

Mobile app has minor bugs

Used for: More than 3 years

Diego Sanchez
Diego Sanchez
Newcomer18 reviews
4.0
in about 1 month

Happy with my choice

KYC VerifiedVerified

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

Improving regularly

Used for: More than 3 years

Owen Li
Owen Li
Active18 reviews
4.0
16 days ago

Very satisfied with my experience

KYC VerifiedVerified

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…

✓ Pros

Good security

✗ Cons

Mobile app has minor bugs

Used for: 1-3 months

François Garcia
François Garcia
Active27 reviews
3.0
4 months ago

Middle of the road experience

Average experience overall. Some things work well, others need improvement. The fees are reasonable but not the cheapest available. I'd say it's adequate for basic needs but power users will likely be frustrated.

✓ Pros

Acceptable pricing

Used for: 1-2 years

Thomas Yoshida
Thomas Yoshida
Newcomer28 reviews
4.0
6 months ago

Reliable and easy to use

KYC VerifiedVerified

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: 6-12 months

Carol Carvalho
Carol Carvalho
Newcomer19 reviews
5.0
6 months ago

Absolutely outstanding service!

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: 3-6 months

Paul Wilson
Paul Wilson
Active15 reviews
3.0
8 months ago

Average experience overall

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…

✗ Cons

Mobile app needs work

Used for: 3-6 months

Thomas Johnson
Thomas Johnson
Contributor19 reviews
Page 1 of 3