Portfolio Solutions, LLC

- Convenient access to your portfolio information, including positions, asset allocation, performance, and recent transactions
- Mobile-optimized user experience
- Secure Document Vault: Store, send and receive important communications and documents with your advisory team
- Connect outside investment/banking accounts
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What's New

- Added integration with Plaid
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Additional Information

Updated
September 18, 2021
Size
70M
Installs
10+
Current Version
1.52
Requires Android
5.0 and up
Content Rating
Everyone
Permissions
Offered By
Portfolio Solutions
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