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1. I also have other accounts set up and the only thing preventing me from using solely this account is the fact that you can't set "goals" on the different categories or organize your categories in a way that you choose.
2. In other words, I'm locked out of accessing my money because I have to wait on an email response from them.*Updated* It was easy to add my accounts; including credit cards, mortgage and even my CalPERS plan.
3. 1) Negative balances in loans are shown as positive on the balance screen and 2) Sometimes when linking external accounts, the process bounces back to the login screen without any notification.
4. - I find myself checking the app just to check, which I don't think is useful or healthy - sometimes I wish there was something more actionable I could do.Have been using Wealthfront for a few years now and have always loved their interface.
5. Also, adding funds should be instant with electronic transfer but takes 3-5 days.Very intuitive GUI! Info is easily accessible to help you understand where your funds are going and how they impact your overall plan.
6. This bug makes adding accounts somewhat tedious.I really enjoy the product and have been impressed by how many integrations they have up and running.
7. It's been useful to track assets across a number of different accounts to get a unified picture.
8. When I unlock my screen orientation, if my device ever rotates the screen at any point during the check deposit process, I have to start over from the beginning.
9. Then I have to return to the home screen to see a notification that the account needs extra verification.
10. But definitely a good experience over the course of my first two weeks if you discount the mild frustration that came with getting my interest rate cut by .2 two days after I threw money into it... Oh well.
11. If my screen is locked to portrait mode, the app now shows the camera preview in portrait as well, which scales it down to be comically tiny.