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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 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.
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.
