TCB PWA Portal 4+
Texas Capital Bank
专为 iPad 设计
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- 免费
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简介
Through TCB PWA Portal, clients can access their accounts, view investment performance, and asset allocation, monitor credit and access the Document Vault through one singular, streamlined access point. Clients can add external investment accounts, credit cards, and checking or savings accounts through Plaid to enable a holistic view of finances in one convenient location, and account balances, asset allocations and transaction information will update automatically. Clients also have the option to 'co-browse' the TCB PWA Portal application with their Private Wealth Advisor, allowing for real-time, hands-on strategy and planning.
新内容
版本 5.14.0
- 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
App 隐私
开发者“Texas Capital Bank”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息，请参阅开发者隐私政策。
与你关联的数据
开发者可能会收集以下数据，且数据与你的身份关联：
- 使用数据
未与你关联的数据
开发者可能会收集以下数据，但数据不会关联你的身份：
- 标识符
- 诊断
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- Texas Capital Bank
- 大小
- 39.5 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 13.4 或更高版本。
- iPad
- 设备需装有 iPadOS 13.4 或更高版本。
- iPod touch
- 设备需装有 iOS 13.4 或更高版本。
- Mac
- 需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
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英语
- 年龄分级
- 4+
- Copyright
- © 2024 Texas Capital Bancshares, Inc.
- 价格
- 免费