Clients of Summerhill Financial Services can now access their personal details and relevant advice documents online via their tablet, in addition to web-based online access. This means that your advice documents, as well as ‘permanent documents’ such as trust deeds, member statements, Wills etc are accessible wherever you are. The app will also enable you to view your portfolio on your tablet, where this functionality is included with your ongoing advice service.
• Fixed: An issue where iOS 11.x users could not login.
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Up to six family members will be able to use this app with Family Sharing enabled.