Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Syncs with online banking for real-time updates.
View account balances, holdings, and recent activity. Securely share files with the Team via a digital vault. Access account information anytime on mobile devices.
The app allows users to control their account, trade in financial markets, and use technical indicators for analysis. It features faster execution, a user-friendly interface, and multi-account management.
