- Convenient access to your portfolio information, including positions, asset allocation, performance, and recent transactions
- Mobile-optimized user experience
- Secure Document Vault: Store, send and receive important communications and documents with your advisory team
- Connect outside investment/banking accounts
--Additional advisor side functionality added
--Bug fixes for user added accounts display values
Ratings and ReviewsSee All
With Family Sharing set up, up to six family members can use this app.