Date	Author	Comment
2026-07-13	ch*****	do not trust whatever they tell you, i have invested my roth ira with them and it has been nothing but problems. they take a good chunk of whatever money you make. they make it next to impossible to transfer the funds to another institution and if you want to withdraw early they take a big chunk. All over a bad company with horrible practices. customer service never actually resolves any issues you have. it’s best to stay far away from this company.
do not trust whatever they tell you, i have invested my roth ira with them and it has been nothing but problems. they take a good chunk of whatever money you make. they make it next to impossible to transfer the funds to another institution and if you want to withdraw early they take a big chunk. All over a bad company with horrible practices. customer service never actually resolves any issues you have. it’s best to stay far away from this company.
2026-02-10	Ya*****	Everything is so easy to navigate & view I love it & it looks the same on the agent side
Everything is so easy to navigate & view I love it & it looks the same on the agent side
2026-01-13	Ja*****	Just installed the apps, whenever i press sign in, it actually tries to sign in, without username and password. then i get the message "you are not login". No option for me to put my log in info.. fix the apps please!.
Just installed the apps, whenever i press sign in, it actually tries to sign in, without username and password. then i get the message "you are not login". No option for me to put my log in info.. fix the apps please!.
2025-05-18	au*****	Can’t access any of my things.
Can’t access any of my things.
2024-11-02	No*****	Finally catching up to most of the rest of the apps out there but still missing a lot of features and options that their competitors offer. One example is missing options for weekly automated drafts for investment. Seems to be platform related. But it is good to finally see things on mobile and have a decent view into performance of the investments.
Finally catching up to most of the rest of the apps out there but still missing a lot of features and options that their competitors offer. One example is missing options for weekly automated drafts for investment. Seems to be platform related. But it is good to finally see things on mobile and have a decent view into performance of the investments.
2024-07-19	Da*****	This app is so easy to use and provides me with the information on my accounts that I need
This app is so easy to use and provides me with the information on my accounts that I need

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