Becoming increasingly frustrated with how far behind this app is compared to Wealthfront. I have had a taxable account for a while, and just recently opened an IRA, however, you wouldn't have any idea about that from the Overview page. Or any other page really, because the balances are just aggregated together. It seems like a pretty basic feature that a financial app would show your taxable and non-taxable accounts separately but somehow that's not the case on WB. Very odd.
I am giving a 1 star not for WiseBanyans robo investing (which i think is great) but for their app. The app stopped allowing me to login over a month ago and after changing my password 5 times and emailing back and forth with customer support I still cannot log in and customer support gave up on thr issue. I now only use the desktop version. This is really annoying, but i think the service is still worth using.
Great robo-investor. With an aggressive stock option stance I've seen a return of 20.6% in one year. App is easy to use and constantly updating. Overall amazing service and app
Do not install. I had deposited $10 years ago from an old bank account to try it out. Recently I decided to deposit $50 from a new bank account and as soon as I did so they charged me a $30 reversal fee saying that I had tried charging my old bank for $1. (Why would I do that??) Then the support rep I emailed was absolutely terrible, didn't give me any of the info I had requested and refused to do anything to help resolve the problem. I've come to the conclusion that these people are nothing more than modern day thieves.
Great idea and solid returns for a robo advisor, been a client for over a year now and have loved the experience.
DO NOT USE THIS COMPANY ITS NOT FREE. THEY SAID MY DEPOSIT DIDNT CLEAR EVEN THOUGH IT DID AND TOOK EVERY DIME I DEPOSITED AND SAID THE COMPANY THEY WORK FOR TOOK IT EVEN THOUGH I PAID TOO HAVE OVERDRAFT PROTECTION. SO I LOST 100 DOLLARS. DO NOT USE
This update’s theme is: “The Data is in the Details”:
- We updated your Milestone Details so you can more easily navigate between your future achievements, past performance, and current portfolio
- We also updated a few other details here and there across the app
- Nothing more to “detail” for now. Enjoy!
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