Zoe Financial 17+

Name: Zoe Financial
Rating: 5 (4 reviews)
Author: Zoe Financial Inc.

Your Way to Wealth

Zoe Financial Inc.

Designed for iPhone

- 5.0 • 4 Ratings

- Free

iPhone Screenshots

Description

Zoe Financial is the modern wealth platform that combines the value of a trusted financial advisor with best-in-class technology to create an investment experience unlike any other.

Download the app to stay connected to the growth of your investment accounts.
- Access your account balance, investment performance, and current holdings.
- View the status of current transfers and the history of deposits, withdrawals, and other transactions.

Zoe is only accessible through an invitation from your financial advisor. If you’ve already created your account, download the app and get started today!

Note: New transfers must be initiated from the desktop website. Please visit app.zoefin.com/login to create a new transaction.

5.0 out of 5

4 Ratings

Super easy and convenient

Easy app to see my accounts with my advisor that I found through the Zoe network of fiduciary advisors, and be able to monitor their performance over time. Just a nice peace of mind to be able to login each day and keep track.

Was able to see my pending transfers and dividend payments to keep track of things coming in and out. Interface is super easy to use and navigate, with clear charts on your investment accounts. Thank you!

The developer, Zoe Financial 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 Linked to You

The following data may be collected and linked to your identity:

Usage Data
Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller

ZOE FINANCIAL INC.

Size

26.8 MB