After using a service period (month) of the advisor, you can give reviews on the advisor in the next service period.
You can only rate his/her consulting activities in the period immediately preceding the current one, not at any other time. You cannot review the advisors whose services you do not use.
For example, you register to use the Investment Advisory Service offered by Specialist A from July 10, 2024 to December 31, 2024, you will give reviews on him/her as follows:
- July: No reviews available
- August: Review on the July service period
- September: Review the August service period. If you did not give a review on the July service period (in August), you cannot give a compensational one in September.
- …
- In January 2025: Review the December 2024 service period
On the EzTrade online trading platform, you give reviews and ratings to our advisors as follows:
- Go to the "Rating Brokers” screen. In the “My Broker Advisors” section, you will find a list of rated and unrated advisors.
- To review and rate: Click on Evaluate -> A popup will appear for you to give score on a 1-10-point scale and you can write down comments if you like. If you rate him/her 3 points or lower, you must write a comment.
- You only can rate a report once and you cannot change your rating.
- In the “List of broker advisor ratings” section, you can search for ratings of all FPTS advisors and analysts by criteria below:
- By advisor’s name: Search by any letter in his/her name.
- By ratings: Search by ratings of all customers or ratings of your own.
- You can sort the display of ratings by information fields by selecting the information field to be sorted
Note: You can quickly rate your advisory/analyst on the “My Advisor” screen (go to Advisor Information section -> Click Evaluate)
On EzMobileTrading mobile application, follow the steps below to rate and review your advisor: