Karpus
Finance
Free
Through Wealth Access, Karpus Investment Management (KIM) provides a secure and simple way to access your account, view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can monitor portfolio and cash flow.
All users must have an account with Karpus Investment Management in order to use this application.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Access and produce reports
Access your account with your phone or tablet from anywhere
Communicate with your relationship manager
Store financial documents in a secure, digital vault.
Karpus Investment Management is a subsidiary of City of London Investment Group PLC, and an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Additional information about Karpus Investment Management available on the SEC’s website at www.adviserinfo.sec.gov.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
The developer, Karpus, 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:
- Financial Info
- Contact Info
- Contacts
- User Content
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Karpus Management, Inc.
- Size
- 1.2 MB
- Category
- Finance
- Compatibility
Requires iOS 15 or later.
- iPhone
Requires iOS 15 or later. - iPad
Requires iPadOS 15 or later. - iPod touch
Requires iOS 15 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2023 Wealth Access, Inc