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- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
An all-in-one investment app that lets you view accounts in one place.
Stay informed about your financial future with our comprehensive investment app, designed to give you a clear overview of your portfolio. Connect and view all your investment accounts in one place, including stocks, bonds, mutual funds, and retirement accounts. The app provides real-time account data, detailed performance analysis, and access to your advisor's information, helping you stay updated on your investments. With secure access and customizable dashboards, you can easily track your financial progress and stay connected with your advisor, ensuring you're always in the know about your investment strategy.