SMI Private Client

The SMI Private Client app allows our clients to check balances, view transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisor or support team - all in a secure and easy to use mobile app.

TOP FEATURES

• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for accessing your monthly statements and tax forms.
• Single-Sign on to your MoneyGuide account (if applicable).
• Link outside accounts to view complete net worth snapshot.

For more information about SMI Private Client, check out www.smiprivateclient.com.
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What's New

See your complete financial picture and interact with your financial advisor.
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Additional Information

Updated
December 1, 2020
Size
58M
Installs
10+
Current Version
2.0.733461
Requires Android
4.4 and up
Content Rating
Everyone
Permissions
Offered By
SMI Advisory Services
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