iPhone Screenshots

Description

The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device!

SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.

Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds

Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.

What’s New

Version 1.43

General defect fixes.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, StoneX Group Inc., has 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 Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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