
Marshall Hapworth
Very detailed information on all accounts. Just wish the app didn't require a tap on retirement funds and just went back to show the daily account value. Now you have to click out of the retirement amount that brings up the starting page of all funds and scroll down until you reach the final DOW points +/- and DOW closing points. But still this is a Great Phone app!

Vincent Warnock
I was advised by my partner and FA to use the app. When it works, I have access. Lately the problem is it refuses to let me logon. My id is auto saved and I have to manually type in my password. After that, nothing. The "sign in" button doesn't recognize my tapping, in other words, i can't logon. I have to constantly contact my FA to send me documents though email or i have to go their site. This app needs a serious overhaul.
148 people found this review helpful

Mike Grosch
Very rudimentary. I expect a lot more for what I pay. Not even an overall balance of funds by asset classification throughout accounts. Probably the worst major app that I've ever experienced. If stuff I want exists, it sure isn't findable.
6 people found this review helpful