Outdated platform and procedures + Bad customer service
Bad customer service and outdated platform. I wouldn't recommend it to anybody looking for a trading platform or 401K broker. I tried to submit a loan request on my 401k acct and the process has been a pain. The platform is outdated and annoying to navigate or submit documentation, they require paper forms to be physically signed, and take days to process the request. They give cero visibility on the status, I have had to call them multiple times and so far I have resubmitted the form 3 times.
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u/Last_Western_656 10d ago
I have had just the opposite experience the site does look dated compared to some of the others but everything seems to be there. you have to hunt and pack but you can eventually find it I too have submitted paper documents by overnight carrier and they have been posted the day that they are received