I will never trust this direct investing service again and urge anyone considering them to think twice. My family had accounts for over a decade, but after a family loss, accessing funds turned into a three-year nightmare. Not once did they reach out to me; every update came only when I called. Each time, I was given different excuses, and the cycle repeated for three years. Recently, we submitted final documents with promises of prioritization, but since then, I’ve faced more delays and lack of communication. This experience is overwhelming during a time of grief. Families deserve compassion and competence, not years of excuses. Learn from my experience and choose another institution.
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