I recently started using AdvisorClient for my investments through a financial advisor. I had been using TD Ameritrade. The TD Ameritrade consumer app is head and shoulders above the AdvisorClient app. I am not sure why they are so different. AdvisorClient’s information is so sparse and more than a light version of the TD Ameritrade app. Please take some time to copy the features of the consumer app into this one.
Password Troubles
My password works on the website but not on the app. Every time I call they tell me that they don’t know why and to Chnage my password, but then we are back to square one. And don’t get me started with the other problems that have been mentioned by other reviewers. What a shame
Terrible app
How can this app that is supposed to provide a snapshot of your portfolio’s performance not have a chart showing performance over time?!?! This is easily the least helpful investment app I have ever seen. Schwab, please get this horrible app replaced with yours.
Continuous “User Not Identified”
I’ve reset the password online but the App does not recognize my login, password, or fingerprint!
Pure junk
This is a terrible app. Face login in fails very often and navigating to what information you want is difficult if you can even access what you want. It’s as if they are discouraging the use of this app intentionally to drive business away from private fiduciaries that send their clients here.
Absolutely the worst app ever!!!
Don't try to fix it!!!
Fire who created this and start completely over!!!
What the heel were you thinking!!!??
Why did you screw up the app like this????Guess what ? You should call this Think and Disaster .Again I’ll have to go into the office an Dr if I can use this terrible app!!!! Too other users I even lost one of my Roth accounts Yeah GONE!!!!some one should be FIRED!!!!! Zero Stars
Missing feature
My TD Ameritrade Advisor Client app does not have the Message feature. I have to use an internet browser and sign on to the TD Ameritrade site in order to read any message sent to my account. This is not a small inconvenience. Will this be fixed soon?
Just OK
The app itself seems OK but having to log in every other day after Face ID has been enabled is annoying.
Awful
Simple, but unacceptably unusable in 2022. FaceID creds disappear for no reason, data fetches painfully slow. Come on devs, get this together!