Review on iRepo by Steven Ferguson
Fantastic for mass bank & brokerage account fund transfers
The best part is that it has all my data in one place! I can see everything at once to make sure nothing gets missed or overlooked when transferring funds from an old account into new accounts with different banks/brokerages etc..
It's not perfect but they are constantly working towards making improvements so this will change over time as well. This was helpful for me because there were multiple bank transfers going back & forth between our main checking (where we keep most money) vs another savings where less than $1k had been deposited since April 2016 - which meant no notifications until now!! So glad you guys have made some changes here lately though :) Definitely recommend if your looking to transfer large amounts quickly without missing any details along the way. Transferring out $30K+ worth of deposits across 5 separate brokerage firms within 2 months using only 1 tool; saved us hours upon HOURS each week compared to writing down every single transaction by hand while also having issues keeping.
- All my information is in one place, easy to track and transfer money!
- I have had issues in the past with certain brokerages not being accurate when it comes to a check or deposit having already been submitted to me (they claim it was never received by them!) this is a growing problem I've seen in the financial services industry lately
