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