TradeSmith, LLCReviews of tradesmith.com

Here is my review from a conversation I had with customer service on 12/14/23: Jason Bodner may have a good service and his Big Money Index is good, but the company, like every other subscription trade tips company is far more about sales than about actually protecting the customers, and when it comes to getting help, they are completely unwilling to budge. 4 years ago I bought a lifetime subscription to Palm Beach, and it included Palm Beach Trader, which was Jason Bodner's service with Palm Beach. It was a really hefty fee for this lifetime subscription. Because it was lifetime, when Jason Bodner moved his service to Brownstone Research and renamed his service to Outlier Investor, the lifetime subscription was transferred over at the same time. Then last year, he transferred his service again to a company called TradeSmith, but this time the lifetime subscription did not transfer over. So when I was able to get organized and try to renew my subscription to TradeSmith (because I like Jason Bodner's recommendations in general), I called their customer service number to get it transferred over. We talked on the phone for about an hour, and the customer service agent continually told me that I never had a lifetime subscription to Jason Bodner's, and that I was no longer a subscriber. At no level was the agent willing to reason. When I asked the agent to explain to me why my lifetime subscription didn't transfer, she said it was because I only had a lifetime subscription to the package deal with Palm Beach, and so when Jason Bodner moved, it did not transfer. When I explained to her how when he was with Brownstone, I never paid an annual fee, but I only paid the maintenance fee, she refused to acknowledge this. So I asked the agent if I could speak to her supervisor, not because I wanted to go over her head, but because I wanted to speak to someone that actually had decision making authority, she talked to her supervisor but refused to transfer me over to speaking to her supervisor. At no level was the agent accommodative in any way to understanding my argument that I had paid a lifetime subscription fee and therefore should be able to avail of the lifetime subscription service that I purchased several years ago. The idea is that the reason why the original packaged fee with Palm Beach was so expensive is because they divided up the lifetime subscription fees from each of the various services. Jason Bodner's original service at that time, called Palm Beach Trader, was never canceled. It was moved to Brownstone and renamed Outlier Investor. When that was moved to TradeSmith, it also was not canceled; it was only moved. Therefore in each case, the lifetime service should have transferred. But TradeSmith refuses to acknowledge my original lifetime subscription. My best advice on all these services, whether it be TradeSmith, Brownstone, Palm Beach, or any of the others that offer stock tips is, avoid them all. All of them have an underlying philosophy that the most important thing is to make a sale to you the customer, and then the most important thing after that is to avoid ever having to pay anything back out or concede anything that will cost them a few extra bucks, even though they are all making millions and millions of dollars on their subscription fees, and continuously sending you spam email once you pay for their services. The worst part about it is that I found myself having to chastise a poor customer service agent (who is just trying to do her job in order to feed her family) for working for an unethical company. I hate getting in conversations like that. I would far rather talk to people about the love of God and how you don't need to put your hope in money or material things. But because I had bought the original sales pitch many years ago, and it was part of a system that has a lack of ethics at its core, I found myself having to engage in this unpleasant conversation. I cannot tell them that what they are doing is good, because it is not. But the truth is, in the future, I would rather not get involved in these things at all. My advice is do your own research, find a really smart money manager if you have wealth you need to manage, and don't give in to the temptations that these services constantly offer to you of making huge gains on their stock tips. The whole idea of democratizing finance is sketchy at best and always ends up serving cunning Wall Street financiers more than anything, as they are able to manipulate markets to their advantage. I might also mention that if you do buy a service, anytime any one of them makes any recommendations, most of the time the price target for entry is far exceeded by the time you have a chance to enter the trade, because they have so many subscribers and they are all trying to buy on the recommendation all at the same time.

Tradesmith is a great company to do business with. I had a misunderstanding with a subscription i bought. They were very understanding with the problem and resolved it with no problems what so ever. Tradesmith stands behind there products. Would recommend 👌

This is a provisional review. I have not had the opportunity to speak with an actual representative yet since I only discovered the situation today which happens to be a Saturday (Dec 2) and the offices are closed until Monday. After a particularly bad day trading I was reading emails and came across one from TradeSmith presenting a video review of a new product. I watched the video and succumbed to subscribing for the service. After subscribing and declining several offers to upsell my new subscription I saw that the refund offer if I was dissatisfied with the service was only available as a credit toward the purchase of other products rather than a refund to my credit card for the purchase price ($1500) I attempted to communicate with the site through the chatbox since the order form didn't include a phone number to call and I [foolishly] thought the matter could be resolved expeditiously though site "contact" and I was responding in around 10 minutes from the time the order was initially placed. The site chat was [most] unsatisfactory and would not answer the question(s) I posed. I then turned to my credit card company and saw the transaction had not posted at that time. In an effort to cancel the transaction I locked my card. I kept checking the card for transactions for the next several hours to verify this was successful. An hour or two after I locked the card I saw three attempts to post the transactions with a cost listed as $0.00 and I assumed I had been successful in cancelling the purchase. I returned the next day (December 1) and no new transactions were listed.. When I checked today (December 2) I saw a $1500 charge...from November 30! I had realized quickly after the euphoria from the video dissipated that the service would actually not be one I wanted nor was I interested in receiving a $1500 credit toward other/future services offered and felt my 10 minute +/- response would justify cancelling the charge without incurring a $1500 "balance" toward future purchases. I will call on Monday, December 4 when I can talk to a "real" agent and attempt to resolve this issue I received an email from TradeSmith indicating that they will refund the charge to my credit card within 5-10 business days (If your payment was made with account credit, this credit amount will be applied back to your account within 24 hours. Otherwise, you will receive the refund of $1500.00 within 5-10 business days.'). If this in fact occurs I am revising my rating to 4 stars (pending receipt of the refund.

first problem is there isn't an option for no stars. Not one part of my experience with trade smith was as promised. I paid over $10k for their platinum service and I received no value. The site has technical problems with bringing data in form the trading platforms and when you go through and update the data manually it reverts back to the incorrect version. Contact support you say!!! I did 3 times and the first time the guy was hopeless and uninterested. I couldn't answer my questions or solve my issues so he said he would ask someone and get back to me...months passed...the next time I contacted support the guy said that was very bad and he will escalate it to a higher service level. An appointment was setup and no-one showed up for the appointment. I complained to the original guy and he was horrified! Third contact with support was the same as the second! I gave up and cancelled my subscription. No refund though. That was bad enough but I now I get constant emails from other companies. I have been getting soliciting emails from other companies to buy their services. It could be up to 30 different companies that are all working in the investment services area. So you are constantly unsubscribing to emails and it can be up to 10 a day from different people. I'm considering changing my email account to stop the SPAM. Don't believe any of their claims, there are better options but better still, DO YOUR OWN RESEARCH.

I wrote the below note on October 2023. It is now March 2024 and I am still receiving at least 3 unwanted emails per day from their "trusted associates" which by now number over 200. Tradesmith Please Please take me off these lists I Subscribed to Predictive Alpha. The product did not suit my needs and I received a full refund. However, not only did I receive a full refund, I have received several emails per day from people to whom they may have sold my email address to. Tradesmith replied that they did share my email address with "trusted affiliates". All I can say is that they have a lot of "trusted affiliates", trusted by them but not by me. Yes, I can unsubscribe but it is boting having to unsubscribe from several emails every day.

I found TradeStops useful, so I fell for an ad that was touting Predicting Alpha. After getting 6 to 8 recommendations for action, I found it a waste of time. The hype and the ads turned out to be totally misleading. The first shock was that this service was for 8 hour per day traders. I check my emails once per day or less. By then active subscribers have run the stock beyond the buy price. About one out of four times the stock did not run up and my order was filled; then the stock dropped and I sold at a loss. The finaL shock came when I tried to exercise the "money-back guarantee." (around mid-September) I expected favorable treatment, as is common in the Stansberry circle. But I was tricked. Although the "money back" was prominent in the ad, elsewhere there was fine print saying they could issue an IOU instead of cash. In a long phone call protesting this treatment, the customer rep remained polite and kept repeating "I'm sorry you feel that way." My money is gone. Gone for good in my case. TradeSmith strikes me as a morally corrupt company, difficult to trust without your own lawyers. Nor would I trust the trading advice of people who carry disdain for the best interests of the customer. People need to be warned.

Total Scam Do Not Subscribe I have read reviews from others and I had the same poor experience. I joined the Tradesmith Predictive Alpha group and paid 1779.00 They have a Tradesmith Dashboard with information that lets you request a Prediction on a stock 21 day out. I have not had one prediction which went to the value indicated. The predicted value changes each day. I also looked at their portfolio and the performance is very poor. Keith Kaplan comes across as a very qualified trader But the product does not work. I sent in a request to discuss this and the Concierge Counselor could not reach me that day so it is rescheduled. I am 77 years old and should know better than to believe this hype. I do not have enough room here to explain further. My advise is to not subscribe to the service. This is the only useful advise I can give. I will be looking to make a complaint with the BBB I guarantee this is a TRUE review My name is Dave Demarest

Almost everything they promised in their sales pitch has turned out to be false. In the two months I have been a member of TradeSmith I have yet to be given a recommendation that has had a positive return. Their "AI" computer recommendations are clearly a scam.