The app offers a consolidated view of a user's financial information, including investment portfolio values, profiles, and cover amounts. It provides direct access to a user's share portfolio and watchlist from anywhere.
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 account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
