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Lutz Financial’s mobile application allows you to easily view your accounts managed by Lutz Financial

Lutz Financial

by Lutz Financial Services, LLC

What is it about?

Lutz Financial’s mobile application allows you to easily view your accounts managed by Lutz Financial. The following features are available: account/portfolio values, holdings summary, performance reporting, point to point performance down to the asset, account activity/transactions, statements, forms & downloads, and your Advisor’s contact information.

App Details

Version
5.16.0
Rating
NA
Size
40Mb
Genre
Finance Business
Last updated
December 14, 2024
Release date
August 4, 2016
More info

App Screenshots

App Store Description

Lutz Financial’s mobile application allows you to easily view your accounts managed by Lutz Financial. The following features are available: account/portfolio values, holdings summary, performance reporting, point to point performance down to the asset, account activity/transactions, statements, forms & downloads, and your Advisor’s contact information.

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