SIC Mobile
10+
Downloads
Everyone
info
About this app
Put 100 years of combined investment experience in the palm of your hand. With our mobile app, you can view your accounts, investment performance, holding breakdowns, statements, recent activity and so much more in an easy to use and intuitive mobile application!
You can contact your Financial Advisor right through the mobile applications
We invite you to give our mobile app a try for up to the minute account information.
You can contact your Financial Advisor right through the mobile applications
We invite you to give our mobile app a try for up to the minute account information.
Updated on
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.
What's new
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes