1 /5 luke dowell: Be very careful when considering having them manage you money. Throughout the process they have made several mistakes that are based on error and oversight. 3 times they moved money and did not put it in an investment, like they were supposed to. They are very argumentative when trying to access or use your money. When trying to access your capitol the will never send the requested amount. Even after identifying these mistakes there is no accountability for them to fix them. We have been trying to leave them and they will make it very difficult for you to take your money elsewhere. The accounts mentioned are not restricted in anyway or linked to retirement accounts either, just normal investment accounts. Please be very advised this is not the right place to invest any money.