Access the tools you need to manage your wealth and collaborate with your advisor.
Updated on
Oct 8, 2025
Finance
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
Data can’t be deleted
See details
Ratings and reviews
phone_androidPhone
3.0
6 reviews
5
4
3
2
1
Paul Nelson
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October 3, 2025
The app does not work at all!! Once I login with my credentials, it asks me to verify with a code. I enter the code and click the "verify" button and nothing happens!! Tried resetting app and reinstalling and nothing works.
1 person found this review helpful
jamie folsom
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July 5, 2025
it never works. you log in l, see summary, then can't click into anything.
3 people found this review helpful
Gary Smith
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July 30, 2024
Will not log me in. Says MFA Setup required and redirects to their website. I login on their website which requires MFA, I enter my code and get logged in. So I know MFA is working, just not with their mobile app.