Client Access 4+

Name: Client Access
Author: Raymond James Financial

Raymond James Financial

專為 iPad 設計

- 免費

簡介

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information

Asset allocation does not guarantee a profit nor protect against loss.

2024年3月22日

版本 4.9.0

• View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu
• Add/remove items to your Watch List, accessible via Market Research in the More menu
• Bug fixes and performance enhancements

開發者「Raymond James Financial」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊，請參閱開發者的隱私權政策。