The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app
Jefferies Client Portal
by Jefferies LLC
What is it about?
The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app.
App Store Description
The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app.
Top Features:
· Customized and interactive dashboard displaying a holistic view of your financial portfolio
· Sophisticated reports with current investment information
· Document vault to view files securely from your client team
· And more!
Clients First. Always.
Disclaimer:
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.