FONDS UND MEHR
100+
Downloads
Everyone
info
About this app
FUND AND MORE is the fast and easy mobile access to the broker service center for clients of FUNDS AND MORE Dipl.-economist Uwe Lehmann Vermögensberatung. It provides an overview of consolidated customer custody accounts including all fund units, insurance policies, equity investments and bank accounts.
The access check takes place via your previous access data to the MSC or to the depot inspection. Your personal user ID and password will be provided by your advisor.
features:
- Consolidated balance sheet incl. All fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Create new insurance
- Upload of insurance documents
- Query the current depot inventory
- Factsheets for the individual funds including performance, risk-return, key figures, profit & loss, asset allocation
- Overview of past transactions
- Display of the performance of your deposits
- Display of the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF documents
- Submission of order orders directly from the app, confirmation by password or digital signature
- Sign contract documents digitally
- Securities order can be entered directly in the app
- general security info
- Insurance claims
- Consultation talks directly via app with voice and video chat
The access check takes place via your previous access data to the MSC or to the depot inspection. Your personal user ID and password will be provided by your advisor.
features:
- Consolidated balance sheet incl. All fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Create new insurance
- Upload of insurance documents
- Query the current depot inventory
- Factsheets for the individual funds including performance, risk-return, key figures, profit & loss, asset allocation
- Overview of past transactions
- Display of the performance of your deposits
- Display of the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF documents
- Submission of order orders directly from the app, confirmation by password or digital signature
- Sign contract documents digitally
- Securities order can be entered directly in the app
- general security info
- Insurance claims
- Consultation talks directly via app with voice and video chat
Updated on
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.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 5 others
Data is encrypted in transit
You can request that data be deleted
What's new
- Performance-Optimierungen und Fehlerbehebungen
