Greentree Financial Advisors Inc has been flagged by ASIC (Australia) for "Unlicensed (Legacy)". Phones: fax 1 718732-2047
Addresses: 2408 Richmond Road Staten Island NY 10306 This company appears in our regulatory warnings database. Always verify with official regulatory sources before investing or doing business with this firm. Website domain: www.greentree-financial-advisors.us.
I opened an account with Greentree Financial Advisors Inc since the beginning of the year ago. The platform frequently logs you out, orders fail to execute at the stated price, and when you complain they blame your internet connection. I have screenshots proving otherwise.
Pros: Quick verification|Portfolio tracking tools|Multi-device support|Comprehensive tools
Cons: None so far
Customer support at Greentree Financial Advisors Inc seems to be run by people who have never used the platform. Every time I call with an issue, I end up explaining how their own system works before they can help me. It would be funny if my money was not involved.
Pros: Great customer service|Transparent fees|Full transparency
Cons: Some tools only available on higher tiers|Help articles are sometimes vague
My withdrawal request from Greentree Financial Advisors Inc has been pending for over two weeks now. Every time I contact support, I get the same copy-paste response about processing times. This is unacceptable for a financial platform in this day and age.
Pros: Clear documentation|Risk management tools
Cons: Currency conversion fee exists
Do not believe the bonus offer from Greentree Financial Advisors Inc. The turnover requirement is designed so you can never withdraw. I learned the hard way. I deposited from a blog post comparing services and the bonus terms were buried in pages of small print. My fault for not reading but their design is predatory.
Pros: Clear documentation|Multi-device support|Stable platform|Dedicated account manager
Cons: Search feature is basic
After spending for about ten months trying to make Greentree Financial Advisors Inc work for me, I have given up. The platform has too many limitations, the fees are not competitive, and the quality of their market data is questionable. There are much better options available.
Pros: Risk management tools|Real-time alerts|Transparent fees
Cons: Nothing significant
Greentree Financial Advisors Inc changed their fee structure with one month notice. What was a flat fee became a percentage. For my account size it meant a huge increase. When I objected they said I could leave. So I am leaving and writing this review.
Pros: Fast support response|Good mobile app|High security standards|Two-factor authentication
Cons: Charting tools need more indicators
I have been trying to close my account with Greentree Financial Advisors Inc for weeks now and they keep giving me the runaround. First it was a form to fill out, then identity verification again, then a mandatory phone call that never gets scheduled. They make leaving impossible.
Pros: Dividend tracking|Quick verification
Cons: Limited cryptocurrency options|Limited social trading features