M&W Clients

Finance

Only for iPhone

Free

iPhone

The McInroy & Wood Private Client app allows existing discretionary clients with portal access to view details of their portfolio securely on their smartphone. Key Features: • Facial recognition login for secure and easy access • Daily price updates at close of the previous business day • Holdings view for full visibility of all holdings including the price history • Full transaction history when filtering on security and cash transactions ranging from 30 days to last 3 years • Document storage for easy retrieval Designed to provide clarity, and peace of mind wherever you are. If you experience any issues, please contact your investment manager in the first instance.

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The developer, McInroy & Wood, 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 Not Linked to You

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

    • 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
  • McInroy & Wood Ltd
Size
  • 28.6 MB
Category
  • Finance
Compatibility
Requires iOS 13.4 or later.
  • iPhone
    Requires iOS 13.4 or later.
  • iPod touch
    Requires iOS 13.4 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Third Financial