SA Pro Access

Finance

Only for iPhone

Free · Designed for iPhone

iPhone

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.

  • 5.0
    out of 5
    3 Ratings

New UI enhancements, bug fixes, and performance improvements

The developer, StoneX Group 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

    The developer has not yet indicated which accessibility features this app supports. Learn More

    • Seller
      • StoneX Group Inc.
    • Size
      • 68.3 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 14.0 or later.
      • iPhone
        Requires iOS 14.0 or later.
      • iPod touch
        Requires iOS 14.0 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
      • Copyright © 2020 | SA Stone Wealth Management Inc