Robert
Although customer support is…
Although customer support is responsive, the answers do not address the root causes of my issues. For example still unresolved., difficulties connecting to financial institutions, how to delete sub account from brokerage portfolio….. leaning towards not subscribing after free trial period.
Response from PortfolioPilotDec 9, 2024
Hi Robert, Thanks for sharing - we're working with our connection partner on the one issue (should be resolved in the next week), and on the sub account we've asked some follow up questions to figure out the exact feature request so that we can implement it as needed. We've also offered you a one-month extension of your free trial to help make the transition easier - trying to help make this an amazing product for you and everyone else!