Forex Brokers

Key Value Wealth Management

1.5 (10 reviews)
🇦🇺 Australia
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1.5
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About Key Value Wealth Management

Key Value Wealth Management has been flagged by ASIC (Australia) for "Unlicensed (Legacy)". Phones: 617-830-0900, fax 617-249-1753

Addresses: 111 Huntington Avenue Boston MA 02199 USA This company appears in our regulatory warnings database. Always verify with official regulatory sources before investing or doing business with this firm. Website domain: kvwealth.com.

Customer Reviews

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Minimum withdrawal amount too high

O
Oliver E.
1 months ago

Their two-factor authentication was optional when I joined. I enabled it. Later I lost my phone and could not log in. Key Value Wealth Management recovery process took 3 weeks and required notarized documents. By then I had missed important trades. Their security is your inconvenience.

Pros: API access|Competitive fees

Cons: Email notifications too frequent

Wish zero stars was an option

M
Michael S.
2 months ago

Key Value Wealth Management had an outage that lasted several hours during a major market event. Not only did they fail to prevent it, but they also failed to communicate what was happening. We were left in the dark while our investments were at risk.

Pros: Low minimum deposit|Dividend tracking|No hidden fees|Market news feed

Cons: Wish they had more educational resources|Would like more payment methods

They are hiding something

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Max E.
4 months ago

The onboarding at Key Value Wealth Management was smooth which makes the subsequent experience even more frustrating. Once they have your money, the quality of service drops dramatically. Getting anyone to help you with an actual problem is nearly impossible.

Pros: Automated trading options|Customizable dashboard

Cons: Help articles are sometimes vague|Email notifications too frequent

Research is copy-paste from elsewhere

R
Ruby J.
6 months ago

I referred a friend to Key Value Wealth Management after a friend recommended them. We both deposited. The referral bonus never arrived. Support said we did not meet the terms. When we asked which terms they pointed to a clause that was added after we signed up. Shady.

Pros: Regular platform improvements|Excellent charting|Transparent fees|Market news feed

Cons: Email notifications too frequent|No integrated tax optimization

Rock bottom service quality

T
Tiffany H.
7 months ago

The only good thing about Key Value Wealth Management is that they remind you why regulation matters. I found them through a podcast recommendation. They are regulated in a jurisdiction with weak consumer protection. When things went wrong I had nowhere to turn. Stick to well-regulated brokers.

Pros: Comprehensive tools|Educational resources|Regular platform improvements

Cons: Limited demo account features|Limited ETF selection

Stop loss not honored

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Rachel B.
8 months ago

After spending for a few weeks now trying to make Key Value Wealth Management 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: Two-factor authentication|Dedicated account manager|Low minimum deposit

Cons: Wish they had more educational resources|Could offer more webinars

Billing department is a black hole

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Andrew B.
9 months ago

Key Value Wealth Management has the worst mobile app I have ever used for investing. It crashes constantly, features that work on desktop are missing entirely, and the security implementation is questionable at best. How they released this app is beyond me.

Pros: Automated trading options|Dedicated account manager

Cons: None so far|Nothing significant

Please save yourself the headache

R
Robert I.
11 months ago

Opened my account with Key Value Wealth Management when my bank disappointed me and I searched for alternatives and regretted it within the first month. The platform crashed during a critical moment, I lost potential gains, and support basically told me it was not their problem. Absolutely unacceptable behavior.

Pros: Smooth onboarding|Easy to use platform|Portfolio tracking tools|Great customer service

Cons: Limited social trading features|Inactivity fee applies after 12 months

Withdrawal blocked indefinitely

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Anna W.
11 months ago

I opened an account with Key Value Wealth Management since early this 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: Excellent charting|Easy to use platform|Reliable uptime|Regular platform improvements

Cons: Mobile app could be improved

Tax documents wrong every year

M
Michelle A.
12 months ago

The hidden fees at Key Value Wealth Management are the real scandal here. What they advertise and what they actually charge are two different things. By the time I realized how much I was paying in various fees and spreads, I had already lost a meaningful amount.

Pros: Clear documentation|Customizable dashboard|Full transparency

Cons: Wish they had more educational resources|Research section could be deeper