Signup was quick and the dashboard looks great. The bot is easy to toggle and reports are clear. I had a delay cashing out once, which support eventually fixed. If you try it, start small and test withdrawals early.
We’re expecting our first kid and I was anxious about doing this right. The advisor listened, slowed down for my questions, and mapped out cash flow, 529s, and my ESPP. I wished pricing was visible earlier, but I left calmer, with next steps.