MyLumiere 4+
Lumiere Financial Group LLC
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 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 Privacy
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
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Lumiere Financial Group LLC
- Size
- 39.5 MB
- Category
- Finance
- Compatibility
-
- 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+
- Copyright
- © 2024 Lumiere Financial Group LLC
- Price
- Free