This app is exclusively for Moors & Cabot clients only. Not a Moors and Cabot client? Visit www.moorscabot.com.
Note: You must be enabled for Moors & Cabot online account access. Please contact your Moors & Cabot financial advisor today for online access setup.
The perfect complement to your relationship with your Moors & Cabot Advisor! This secure app provides a convenient portal for you to view your accounts and stay on top of your entire investment portfolio, the markets, and the economy. This app presents a common experience with the desktop portal.
- Brokerage overview that consolidates portfolio information
- Quick access to watch list, market updates, and contact information
- Prominently displayed financial planning score (in enabled)
- Real-time, easily refreshed quotes; includes predictive search
- Research center that aggregates news, research, and independent analysis
- Intuitive trading experience that flows naturally; accessible from multiple places.
Moors & Cabot is a wealth management firm headquartered in Boston, with offices through the country. 128 years ago, Moors & Cabot was founded on a relationship. Today, we carry on that tradition. Explore our unique combination of veteran advisors, robust capabilities and personalized strategies. The result is a true financial partner, exclusively focused on your unique goals and challenges.
We feel this sets us apart. Come see for yourself. www.moorscabot.com