Roxtree Advisory has been flagged by Alberta Securities Commission for "Unregistered/Unlicensed entity offering financial products or services". This company appears in our regulatory warnings database. Always verify with official regulatory sources before investing or doing business with this firm.
I joined Roxtree Advisory through my accountant's suggestion and from the start, things felt off. The signup process collected far more personal information than necessary, the verification took unreasonably long, and when I finally got access, the platform was nothing like what was advertised.
Pros: Risk management tools|High security standards
Cons: None so far
Their two-factor authentication was optional when I joined. I enabled it. Later I lost my phone and could not log in. Roxtree Advisory recovery process took 3 weeks and required notarized documents. By then I had missed important trades. Their security is your inconvenience.
Pros: Excellent charting|Clear documentation|Risk management tools|Fast support response
Cons: Inactivity fee applies after 12 months
I found Roxtree Advisory from a review site like this one and the initial impression was positive. But for about eight months later, I have encountered so many issues that I cannot recommend them. Trades failing, charts not loading, and support tickets going unanswered for days at a time.
Pros: Comprehensive tools|Dividend tracking|Excellent charting|Good mobile app
Cons: None so far|Minor UI glitches occasionally