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Ron
I am extremely happy with INVESTSMART and their on-line assistance. One suggestion though, more direct instructions when talking about the web-site. Last conversation I had, it was suggested I do a "Cash Report" to see details on Dividends. There was no advice on where this was or how to get there. Under My Portfolio I found a list of dividends but nowhere does it tell you which ones comprised the actual payment to my bank a/c. Have I missed the location of a different report? I was told a full statement will be issued in September which seems a little late for a tax return.
3 years ago
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InvestSMART has a 4.4 average rating from 155 reviews

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