Touchstone Investments Mobile 17+
Financial Services
Touchstone Investment Mobile
Designed for iPad
-
- Free
Screenshots
Description
The Active Investor app provides a secure, user-friendly platform for you to access and manage your mutual fund accounts online from your mobile device. With powerful, easy to use tools at your fingertips, and built in fraud protection, you have the security and convenience to manage your financial freedom.
• Enroll in e-delivery of statements and tax forms
• Easy navigation and “Quick Links” to most commonly used functions
• Quick and secure log-in and forgot password process simplifies account access
• Seamless on-the-go access to your accounts across all your desktop and mobile devices
• View real-time account balances and transaction history
• Open new investment accounts and buy, sell or make exchanges into new or existing accounts
• Create and manage automatic investment and systematic withdrawal plans
• Update personal and beneficiary information
• Enroll in SMS text alerts for online activity: financial transactions, account maintenances and
profile changes
The quick, easy and secure log-in and forgot password capabilities simplifies account access. Just use your existing user ID and password to access your accounts on your phone. It’s that simple.
What’s New
Version 1.1.2
Minor bug fixes and app performance improvements.
Ratings and Reviews
Statements
Cannot view account statements in the app. The only option is to save a PDF of the statement to the device or cloud and view elsewhere. I don’t want a PDF, I simply want to view the statement in the app without games or hoops to jump through.
Not good
I opened the app on my iPad, clicked on the button to download a statement but it appears to have done nothing. I can’t find the file anywhere on my iPad. Am I doing something wrong?
Many issues!
Out of about 40 times trying to log in I got in twice. Wouldn’t send codes, won’t save changes. You have some issues to fix!!!
Not sure I want to use it anymore for my personal info. Maybe that’s having problems too?
App Privacy
The developer, Touchstone Investment Mobile, 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
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Touchstone Advisors, Inc.
- Size
- 20.5 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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
- 17+
- Copyright
- © Touchstone Advisors, Inc.
- Price
- Free