SIC Mobile

Finance

Free · Designed for iPad. Not verified for macOS.

Put 100 years of combined investment experience in the palm of your hand. With our mobile app, you can view your accounts, investment performance, holding breakdowns, statements, recent activity and so much more in an easy to use and intuitive mobile application! You can contact your Financial Advisor right through the mobile applications We invite you to give our mobile app a try for up to the minute account information.

  • This app hasn’t received enough ratings or reviews to display an overview.

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

The developer, Sterling Investment Counsel LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Usage Data
  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • Sterling Investment Counsel LLC
Size
  • 39.4 MB
Category
  • Finance
Compatibility
Requires iOS 13.4 or later.
  • iPhone
    Requires iOS 13.4 or later.
  • iPad
    Requires iPadOS 13.4 or later.
  • iPod touch
    Requires iOS 13.4 or later.
  • Mac
    Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2024 Sterling Investment Counsel LLC