MyLumiere
Finance
Free · Designed for iPad
As a client of Lumiere Financial Group you are able to access your investment accounts anytime and anywhere through your mobile device. - Manage your Lumiere investment accounts - View balances, holdings, and historical transactions - View your RMDs - Quick access to statements & documents - Stay connected with your Advisor - Access your secure client vault - View performance reports - Access market research You may be charged access fees from your wireless service provider depending on your mobile device. Please check with your wireless service provider for details on specific fees. Investment products: -Are Not FDIC Insured - May Lose Value Lumiere Financial Group is a registered investment adviser.
Ratings & Reviews
This app has not 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, Lumiere Financial Group 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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Lumiere Financial Group LLC
- Size
- 39.5 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+
- 4+
- Copyright
- © 2024 Lumiere Financial Group LLC