Use it all the time. Gives a good snapshot of where our portfolio is. Couple if negatives- We have an annuity as part of a fund which the app does not see. Also the fund total is almost always correct but the fund total in the chart is always wrong.
It use to be a great app. No longer syncs to Vanguard and support cant give me any time frame of when it will be fixed. Some suggestions I can give to make the app even better (once the sync is fixed) Insure apps(android and ios) and website produces same results (example stock symbol ISFETX) on web it shows no value on android it shows a value. Import from Morgan Stanley comes in with unit trusts for example CPST35 which really should be ticker FPBRIX. Perhaps the ui should al
I've had this app since the beginning as a web app and I keep using it now as a mobile because it is simply great. Seeing the evolution of it makes me happy. I love seeing all my investment account in one place, seeing their performance. Now I just need to try the concierge management and I'll update again
Comparing 1st & 2nd screens: Portfolio Totals match, but "daily $ change" amounts for individual accounts are different until end of day after market closes... refresh/resync doesn't help, so can't trust #'s...
This application syncs with TDAmertrade and tells me at a glance what my stocks are doing
Great app, everything you need close to the fingers.
Security enhancements and bug fixes.
A mobile solution designed exclusively for Morgan Stanley Wealth Mgmt clients