Dash Client Portal 4+

Name: Dash Client Portal
Author: WEALTHO2 PTY LTD

WEALTHO2 PTY LTD

Progettata per iPhone

- Gratis

Screenshot iPhone

Descrizione

The Dash mobile application provides up-to-date secure portfolio access on your mobile device. Your Super and Investment accounts, portfolio performance, holdings, and transactions are available at your fingertips.

The features of the Dash mobile app for investors include:
- Access a snapshot of your account across all portfolios
- Per portfolio performance and asset valuations
- Download your statements and reports
- Download your portfolio valuations
- Deep dive into an asset cost base and recent transactions

To access the Dash app you must be a client of a financial adviser that is using Dash wealth management software to manage your investments. Your financial adviser can assist you with the registration process. If you need any help with the app simply contact your financial adviser or get in contact with the Dash team by calling 1300 726 008.

By installing and using the application you acknowledge and accept the Terms and Conditions applicable to the user of the Dash mobile application.

17 mar 2024

Versione 2.0.0

- Various improvements and bug fixes
- Update to income return percentage calculation

Lo sviluppatore, WEALTHO2 PTY LTD, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.