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This Mobile App allows you to view your account information with Windfall Wealth Advisors

Windfall Wealth

by Shagawat Financial Advisors, LLC

What is it about?

This Mobile App allows you to view your account information with Windfall Wealth Advisors. You will see your account balances, view quarterly and other reports. You will be able to add external accounts. This app also has folders in which you can add your legal documents for cloud storage, such as Trusts, Taxes and even passports. You will also be able to easily reach out to your advisor.

App Details

Version
4.0.0
Rating
NA
Size
24Mb
Genre
Business Finance
Last updated
October 24, 2017
Release date
October 24, 2017
More info

App Store Description

This Mobile App allows you to view your account information with Windfall Wealth Advisors. You will see your account balances, view quarterly and other reports. You will be able to add external accounts. This app also has folders in which you can add your legal documents for cloud storage, such as Trusts, Taxes and even passports. You will also be able to easily reach out to your advisor.

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