Pretty standard service
Pretty standard service, sometimes infuriatingly slow and complicated. Even Gold Level service isn't great. We were promised some features that really weren't available when we needed them-- like a checking account, and connection between our two accounts. We have to inquire to get our RMD amounts out of them, rather than being notified each year. Every month I have to send them a deposit email, after 7 years of the same rent income coming in. Lots of glitches in general.