• Facial recognition login for secure and easy access • Daily price updates at close of the previous business day • Holdings view for full visibility of all holdings including the price history • Full transaction history when filtering on security and cash transactions ranging from 30 days to last 3 years • Document storage for easy retrieval
Designed to provide clarity, and peace of mind wherever you are. If you experience any issues, please contact your investment manager in the first instance.
Updated on
Sep 3, 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 info and performance, and Device or other IDs
This app may collect these data types
Personal info, App info and performance, and Device or other IDs