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Stay connected with your Advisor and your Investments

LifePoint Planning

by CircleBlack, Inc.
iPhone iPad
FREE in the App Store

What is it about?

Stay connected with your Advisor and your Investments.

App Details

Version
23.3.0
Rating
NA
Size
14Mb
Genre
Finance Business
Last updated
November 22, 2023
Release date
July 20, 2023
More info

App Screenshots

App Store Description

Stay connected with your Advisor and your Investments.

- View current account positions, transactions, and performance

- 24/7/365 Access

- Aggregate held-away accounts to see a full view of your financial life

Stay Secure.

- Upload a document to your advisor from your mobile device in a secure environment

- Set up Touch ID ®/Face ID ® to securely login to the app instead of using your password (if your device allows)

Get it for FREE in the App Store
Disclaimer:
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