95%Would buy again
I required a clear record of my investments for a pension review, and this gave me exactly that. The annual report is laid out sensibly and I was able to print it off without any fuss. The customer letters were courteous and I appreciated that.
Read moreI've been a customer for a long time, so the fee change caught me off guard. The new charge was added without much notice and it took a couple of phone calls to get a clear answer about what I'd be paying. The statements are fine, but I expected better communication from a firm this established.
Read moreThe fees are the first thing I noticed, the monthly charge is lower than my last provider and there's no minimum to start. Opening the account took about ten minutes online and my ISA transfer came across in under three weeks, which was quicker than I expected. Tracking everything in one place has saved me a lot of messing about.
Read moreIt's cheaper than the high street bank I had my pension with, which was the whole point of switching. The only thing I'd flag is the app can be slow to load when I'm on mobile data. Otherwise it's fine and the fees are easy to understand.
I've been looking at the portfolio view each month and it's very clear. The fund names and percentages are easy to read and the graph shows the mix at a glance. A small niggle is that the export to spreadsheet could be neater, but otherwise I'm content.
Compared with the platform I was using before, this is noticeably cheaper once you add up the platform charge and the fund fees. The app is a bit clunky when you switch between accounts, and I had to chase one dividend query by email. Still, the savings are real.
Honestly the app is pretty good for keeping an eye on things. It's quick to log in and the notifications don't bug me. Only thing is the fund search takes a second to load, but it's fine.
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Morningstar is an investment research firm best known for its independent analysis of funds, stocks and other investment products. Its ratings, data and portfolio tools are used by individual investors, financial advisers and institutions to compare and assess investments. The company publishes research through its website and investment publications, and it also provides software and data services to professional clients.
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