App info
- Installs
- 5+
- Category
- Finance
- Content rating
- Everyone
- Version
- 2.62
- Released
- Nov 18, 2025
- Last updated
- 18 Nov 2025
- In-app purchases
- No
- Contains ads
- No
- Promo video
- No
- Requires Android
- 6.0
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What's newin version 2.62
Initial Release
About this app
Convenient, secure access to view your accounts. Track your net worth...
Read full description
Convenient, secure access to view your accounts. - Track your net worth including your managed investment portfolios - View each of your accounts individually to further analyze performance, allocations, and more - Streamline communication with your financial advisor using two-way document sharing via the secure vault - Receive notifications when your advisor has posted a document to your vault