I'm generally happy with the service I've received, but I can't comment on the investment performance as I've only had my ISA for 6 months.
I did have some teething issues with my initial investment, for some reason this was not automatically added to my account and I had to chase it up. Then subsequently after the cash finally appeared in my account it did not get invested for a couple of weeks until I chased it up again.
My main criticism of the service is the process for adding funds to the account. There is no direct debit or card payment facility, so you have to manually transfer money or set up a a standing order. Then it takes several days for funds to appear in the account even though bank transfers usually take less than 2 hours nowadays. Also as noted above the mechanism for associating incoming funds with the correct customers' account seems to be flaky.
6 years ago
Wealthify has a
4.2
average rating
from
367
reviews
Book your activation call by clicking the button below. Or call us now on
+1 213-325-5109 .
Book a Call
Alice, Customer Support
Start Your Free Trial
Thank you! Now Check Your Email...
A member of our team wil be in contact shortly to discuss your existing contract and the next steps to take.
We've sent you a link to verify your free account. Click the 'VERIFY ACCOUNT' button in the email to complete activation and access your REVIEWS.io dashboard.
If you have any issues then please open chat to talk to a product specialist.