Features & Capabilities
User Growth & Download Statistics
- By:
- Domain Money
- Rating:
- 4.40 (293)
1 ratings
- Version:
- 3.0.3 Last updated: 2025-06-13
- Version code:
- 875543934
- Creation date:
- 2022-01-17
- Compatible devices:
- Size:
- 26.66MB
- URLs:
- Website ,Privacy policy
- Full description:
- See detailed description
- Source:
- Apple Apps Store
- Data ingested on:
- 2026-06-05
- Compare stats and ranking:
- Domain Money vs MoneyPlanned
- Domain Money vs Vive – wealth management
- Domain Money vs Intelligent Money
For Developers
Contact the developer
Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
User Reviews
Pros
- Strong customer support and access to real CFP advisors
- Intuitive, well-designed app with easy navigation
- Comprehensive financial planning, including retirement and tax guidance
- Broad investment options across crypto and stocks with educational content
- Good value for the subscription and overall affordability
Cons
- Reliability issues: app crashes, outages, and failing to access assets
- Security/privacy concerns: lack of 2FA/passkeys and advisor visibility of documents
- Crypto trading problems: delays in trades and price execution discrepancies with Gemini
- Identity verification friction: chat with an advisor and ID photo required during setup
- UX gaps: missing sign-out button and limited controls for biometrics
Recent reviews
I love this app. I have felt it was a really great way to manage all of my documents and communication between my advisor and my tax professionals. However, messaging has always been very glitchy. Sometimes I have to default to just messaging through because I cannot send messages through the app, which is really frustrating. If this was fixed, I would give it a five stars.
by Sa*****, 2026-05-25
[u]
Customer service is responsive and empathetic. So increasing my rating. Will give high rating once more security is implemented
Response
As for the other concerns you're raised:
We currently have email verification codes which you can use as a two factor by choosing to not remember the device you are logging in through when logging in via the website. On mobile, we also offer biometric login. We're are also exploring supporting multi-factor authentication, but we do not have a set timeline to roll it out.
Currently there is no way to prevent the advisor from seeing your documents as they are responsible to work with our compliance team to verify the documents as they have to go through human verification. That is why there is no additional actions after uploading the documents. I've flagged the crashing issues to our engineering team and they are looking into it.
We have links to our disclosures through out the app and at every important point of action. When you register, we have links to both our Privacy Policy and Terms of Use which by registering you agree to. When finalizing the deposit, we provide another set of disclosures as well as a link to our full list of disclosures
The log out button is in the hamburger menu.
You can enable biometrics when you set up your account on the app and you can disable biometrics through your devices native settings.
I've passed the feedback on the advisor button to our product team to consider.
seems good for high yield savings but there’s no support for passkey or two factor authentication so that’s a red flag Another red flag is during the set up of the identity verification it requires a chat with the assigned advisor and a picture of your ID which is unusual for banking setups. And it crashes at this point of the user flow. Asks for ssn without disclosures on security There’s no dedicated sign out button There’s no dedicated setting to enable or disable biometrics There’s misleading buttons that indicate to free users that there are free unlimited messaging with your financial advisor despite that being a premium subscription feature Linking other accounts is not advised until they can close security gaps Overall this seems too half baked to fully trust with any meaningful amounts of money
by Ra*****, 2023-10-23
The app automatically logs you out when you leave for even a few seconds. Which is highly annoying since it’s not prompting my password manager to save my password and email/username, so I’m having to retype it all. Also, there’s a banner at the bottom of the login page OF THE APP that says “get the app”… seems like this app just needs a lot of work. Hopefully the bank is better than their app!
by El*****, 2023-10-23
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