Screenshots

Description

Use the client portal to retrieve your Avantax Planning Partner statements and provide data on your account, such as holdings, activity, and performance. You will receive an email each quarter from Avantax when your electronic statement is available.

What’s New

Version 4.4.0

Updated Name and Logo

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

App Privacy

The developer, Honkamp Krueger Financial Services, Inc., 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, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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