enTrust Wealth 4+

enTrust Wealth Advisors, LLC

專為 iPad 設計

    • 免費

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描述

This app may be used to view your investment portfolio managed by enTrust, including accounts you may add for viewing purposes. Your portfolio performance, positions, and transactions per account are all tracked within the portal, as are your quarterly portfolio reports and market insights. All can be easily downloaded.
enTrust Wealth Advisors, LLC is a registered investment adviser, registered with the US Securities & Exchange Commission. Please see www.adviserinfo.sec.gov for more information about us. Registration does not imply any level of skill or training.
Not a client? Contact us at 858-257-4646.

最新功能

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 私隱

開發者表明enTrust Wealth Advisors, LLC的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策

與你連結的資料

開發者可能會收集以下資料並連結你的個人身份:

  • 使用資料

不會與你連結的資料

開發者可能會收集以下資料,但不會連結你的個人身份:

  • 識別碼
  • 診斷

私隱慣例或因使用的功能或年齡等因素而異。進一步了解

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