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The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients

Client First

by Rock Point Partners LLC
iPhone iPad
FREE in the App Store

What is it about?

The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, performance data, and required minimum distribution values. Clients will also be able to access Client first quarterly statement, TD Ameritrade monthly custodial statements, and annual tax reports produced by TD Ameritrade.

App Details

Version
4.1.0
Rating
NA
Size
13Mb
Genre
Business Finance
Last updated
June 19, 2019
Release date
June 19, 2019
More info

App Store Description

The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, performance data, and required minimum distribution values. Clients will also be able to access Client first quarterly statement, TD Ameritrade monthly custodial statements, and annual tax reports produced by TD Ameritrade.

Get it for FREE in the App Store
Disclaimer:
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