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This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be

Wealth Personal

by Wealth Personal
iPhone iPad
FREE in the App Store

What is it about?

This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.

App Details

Version
5.6.4
Rating
NA
Size
33Mb
Genre
Finance Business
Last updated
January 2, 2024
Release date
January 2, 2024
More info

App Screenshots

App Store Description

This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.

Get it for FREE in the App Store
Disclaimer:
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