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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
5.14.0
Rating
NA
Size
37Mb
Genre
Finance Business
Last updated
September 6, 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.
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
