I wanted to transfer my portfolio from another broker to WEALTHSTREAM.LIVE / WEALTH STREAM. They said they do not accept in-kind transfers for my asset type. I had to sell, withdraw, deposit, and rebuy - incurring taxes and spread costs. They did not tell me this before I signed up.
Pros: Good analytical tools|Dedicated account manager|Responsive team|Competitive fees
Cons: Cannot customize dashboard fully|Some tools only available on higher tiers