Bush Wealth Mobile 4+
Bush Wealth Management LLC
Designed for iPad
-
- Free
Screenshots
Description
The Bush Wealth Management mobile app provides our clients with secure access to view their account balances and holdings, activity and transactions, performance and reports, statements and tax forms, and more. /n Please remember to contact Bush Wealth Management (“Bush Wealth”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Bush Wealth effect any specific transactions for your account. Bush Wealth shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
Ratings and Reviews
App Privacy
The developer, Bush Wealth Management 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, for example, based on the features you use or your age. Learn More
Information
- Seller
- BUSH INVESTMENT GROUP, LLC
- Size
- 40 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 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 Bush Investment Group, LLC DBA Bush Wealth Management
- Price
- Free