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Rickey Advisors

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app

Rickey Advisors

by Leonard Rickey Investment Advisors, PLLC
Rickey Advisors
Rickey Advisors
Rickey Advisors

What is it about?

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.

Rickey Advisors

App Details

Version
5.16.0
Rating
NA
Size
40Mb
Genre
Finance Business
Last updated
December 14, 2024
Release date
October 18, 2013
More info

App Screenshots

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Rickey Advisors screenshot-1
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Rickey Advisors screenshot-3

App Store Description

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.
Features Include:
View your portfolio holdings and asset allocation
Track your balance and account performance
Link your outside accounts and bank accounts to see your total financial picture in one place
Securely store and share documents with your advisor
Access your financial plan and track the progress toward your goals
Run “what-if” scenarios to see how different decision affect your plan
Access key reports on demand including transaction history, tax statements, monthly and quarterly statements
Access the news feed from your advisor to stay up to date
Connect with your advisor through the app

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