GWS&A
View accounts, track balance, contact advisor
Global Wealth Strategies & Associates, LLC
iPad Screenshots
Description
View account balances and portfolio performance in real time. Review statements and transaction history. Contact advisors directly. Access daily updated dashboards and performance reports. Manage personal balance sheet and account activity.
Global Wealth Strategies & Associates, LLC Private Client Portal.
Provides an on-the-go access to view your accounts and personal balance sheet from anywhere at any time. You can review statements, account activity, and contact your advisor all from within this app. Your dashboard is updated daily and provides real time portfolio balance and performance reporting.
Requirements: Getting started is easy! Reach out to your advisor for access today!
App information from Apple App Store. GWS&A and related trademarks belong to Global Wealth Strategies & Associates, LLC.