Plum Street 4+
Plum Street Advisors LLC
Designed for iPad
-
- Free
Screenshots
Description
Plum Street Advisors Mobile App allows you to:
• View quarterly reports
• View your account information
• View daily performance/holdings
• Share documents
• Communicate with your advisor
• Link outside accounts
• View custodial statements (Schwab)
• Access tax documents
What’s New
Version 5.9.0
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
App Privacy
The developer, Plum Street 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
Information
- Provider
- Plum Street Advisors LLC has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.
- Size
- 35.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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 Plum Street Advisors LLC
- Price
- Free