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Jefferies Client Portal

The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app

The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app

Jefferies Client Portal

by Jefferies LLC
Jefferies Client Portal
Jefferies Client Portal
Jefferies Client Portal

What is it about?

The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app.

Jefferies Client Portal

App Details

Version
3.2
Rating
(1)
Size
219Mb
Genre
Finance
Last updated
March 16, 2023
Release date
July 31, 2021
More info

App Store Description

The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app.


Top Features:

· Customized and interactive dashboard displaying a holistic view of your financial portfolio

· Sophisticated reports with current investment information

· Document vault to view files securely from your client team

· And more!


Clients First. Always.

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