Access investment accounts securely and conveniently.
The app provides Charles Stanley clients with access to their investment accounts. Users can view portfolio valuations, transaction history, important documents, and communicate securely with their investment manager.
View portfolio details including cash balances, transaction history, and income statements. Monitor up to 20 shares with price updates and charts. Access delayed market data and research analysis on stock performance.
Manage cash-in and cash-out transactions, process fund transfers, and track commissions. View transaction history and customer details. Receive real-time notifications and update profiles.
Perform arithmetic, business, , and scientific calculations. Convert metrics and currencies. Calculate markup, margin, loan amortization, net present value, and internal rate of return. Determine bond yield to maturity and Macaulay duration.
View account balances and transaction history. Check card authorizations and initiate currency transfers between accounts. Register utility bills, manage standing orders, and negotiate exchange rates. Open accounts and request new debit cards.
The app allows users to convert amounts between currencies and understand exchange fees. Users can select a destination from over 90 countries and input bank fees for cash withdrawals and card payments.