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2.9
2 reviews
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They for one do not follow the SEC rules of 44, which is full and fair disclosure. I rolled over my IRA which was a nightmare to begin with and now, they charge an exorbitant fee which was never discussed with me. This is in violation of full and fair disclosure rule of 44.
Our financial advisors switched from Commonwealth to Kestra about 7 months. Since then we have not been able to see all our household accounts in one place. Doing something as simple as resetting a password is impossible. If you need to do it you are "locked out" as their system does not send the email to update password. The financial advisor has no access due to 2 factor authentication. The systems this company uses suck big time! Also as client you can't contact Kestra yourself. If you are considering signing up with an advisor that uses Kestra, do yourself a favor and find someone else! There are better platform out there!
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