Stay away. Take you business else where. This is a shitty Company.
The reviews on Trustpilot were spot on. I 've been trying to rollover funds since Aug 3rd 2026, it is now Aug 24th 2026 and I am still getting a run around with their inconsistent process. I called customer service and was put on hold for 20 F@#*ing minutes with no option to leave a message or a call back. I thought this is a million dollar company to have a simple call back system to avoid the long forever hold. My suspicion, this and other delay tactics came from the leadership if not they just have a really shitty leadership. They will hold on to the funds as long as they can to fill their cashflow, use your money to make more money for them. Every day delay means millions for them. Take your business elsewhere unless you want to deal with poor performance and high expense ratio. I was stupid enough to trust this Company for so long, don't be like me. So far for me nothing beats the superior customer service experience of Fidelity and Vanguard. I do not have experience with Schwab but I heard it's one of the holy trinity of the best investment brokers out there in terms of funds performance and the lowest expense ratio.








