enTrust Wealth 4+

enTrust Wealth Advisors, LLC

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

The developer, enTrust Wealth Advisors, 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

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