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FMB Wealth Mobile App allows our clients to view their Portfolio Overview, Holdings, Performance and Activity

FMB Wealth

by FMB Wealth Management

What is it about?

FMB Wealth Mobile App allows our clients to view their Portfolio Overview, Holdings, Performance and Activity. Clients can also access secure shared documents, Quarterly Reports, custodian statements and files. Clients can also easily contact their Advisor through our Mobile App.

App Details

Version
5.14.0
Rating
(1)
Size
37Mb
Genre
Finance Business
Last updated
September 5, 2024
Release date
March 20, 2020
More info

App Screenshots

App Store Description

FMB Wealth Mobile App allows our clients to view their Portfolio Overview, Holdings, Performance and Activity. Clients can also access secure shared documents, Quarterly Reports, custodian statements and files. Clients can also easily contact their Advisor through our Mobile App.

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