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November 2023
Too cheap to support Direct Connect for Quicken. I did some reading and saw that it used to be supported but it was cheaper to stop supporting it so they stopped. Every financial institution, including tiny banks in the Dakota's supports this. Please step into this century, folks.
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October 2023
Been trying to get a loan from my 401k for 4 months only to be told a dozen different things by many different representatives for this company. DO NOT USE THEM FOR 401k!!!!
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August 2023
I think all my experiences were awesome with all the employees I had talked to.and would have been done with exceptional speed and accuracy had my previous employer not delayed the process. But great company will probably use them in future!