This App allows enabled clients to access portfolio data, view reports and statements, and communicate with your team in a simple, elegant interface.
Requirements: You need to be a client of the Tidwell Premock Basilone PWM that has been enabled for the app. If you would like to request access, please contact the team.
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• To-Do items are now named Tasks
• Performance Improvements
• Bug Fixes
Version 1.98.1
The developer, Tidwell Premock Basilone Private Wealth Management Inc., 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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
Contact Info
Identifiers
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Tidwell Premock Basilone Private Wealth Management Inc.
