Header banner
Revain logoHome Page
Hco Cortes photo
1 Level
1322 Review
46 Karma

Review on Cudos by Hco Cortes

Revainrating 5 out of 5

Great Experience with Very Flexible Plans

It has been quick (less than 24 hours) for setting up accounts through my accountant as well at no cost because I have several employees who are qualified participants which was really helpful! They don't do any background checks or require proof your not currently employed by them so it makes eligibility easy but also allows me more flexibility when hiring new people. There could be some better documentation procedures put into place regarding changes made after first account set ups especially if they had access only via computer screen instead like most banks now days where you sign papers etc.,etc.- however this isn’t something out office would need help doing anyways since we were given directions what needed changed before sending over paperwork from our accounting firm once all documents submitted then sent back again corrected accordingly within one day time frame - very short turnaround even though there seemed minor issues here &there about forms being filled incorrectly due lack information provided upon opening process. The ability to choose your own option for your retirement plan. I like the flexibility it gives me so that I can pick what works best for my situation. I wish you had more choices to customize your account as well. There are some things that you cannot change unless you make changes through the website. You could do yourself a favor and look into this product if it fits your needs. I have found one more way to manage all of my money and not have to worry about allocating a portion every month.

Pros
  • Flexibility in choosing how much risk is acceptable
  • Ability To Choose Your Own Options For Retirement Plans/Accounts
  • No Commissions Or Fees, Just A Low Annual Cost Of $15 Per Month And That's All..No Monthly Account Maintenance Charges At Any Point In Time After Setup Is Complete; Makes Setting Up An Automatic Banking System Easy With
Cons
  • Empty