CI Staff .


Jim from WA posted over 4 years ago:

JemStep looks interesting to me. I find much of what it does similar to using the free Morningstar "Fund Compare" tool.

Morningstar says that:
"Fund Compare allows you to quickly evaluate funds against one another to see which have the best returns, the highest ratings, the lowest expense ratios, and much more."

I plan to sue JempStep but only on a limited basis until it offers a "watch" portfolio option that enables me to manually enter my portfolio of funds. There is no benefit to me for JempStep to actively "link" to each of my accounts. They could offer me all the services I'm interested in if they allowed me to manually enter my portfolio. Indeed, by only offering the full service to those that link to active accounts, they prevent me from entering various "scenario" portfolios and monitoring them over time.

Lee Dunn from NC posted over 3 years ago:

I looked into this a few months ago, and asked them why they insisted in getting into my brokerage accounts. I thought that their answer was a little evasive and became suspicious of their service. Why would they provide a free service and insist on having access to my brokerage account? Without more, my conclusion was that there might be a scam going on, and decided to avoid this service. Would be interested to know if others have used their service with any benefit.
lee dunn

William from NC posted over 3 years ago:

I thought the same about them linking to my accounts . I would never give that info to anyone especially on line. One can only assume the worst. I called my brokerage , and they have never heard of them till I mentioned it. Too risky for me.

Suzanne Pallo from CA posted over 3 years ago:

I came across this post, and wanted to say many thanks for taking the time to write your comments about Jemstep. We are excited to be able to offer our service to the public and invite investors to give Jemstep a try for themselves.

I’d like to point you to 2 areas on our site that deal comprehensively with security and privacy. I hope these give you a sense of our extensive security measures:

Also, I wanted to mention that Jemstep is gearing up to launch a new retirement tool, Jemstep Portfolio Manager in the next month or so. We've been listening to our customers and it's the retirement planning and management tool our customers have been asking for. Plus, it will have the ability for you to enter your holdings manually.

We'll keep AAII posted as to when it will be available.

Thanks again.


Suzanne Pallo
Sr. Director of Marketing, Jemstep

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