About this app
This app allows you to access your account information, secure document vault and other reporting information all from your mobile device! Ease of access and a full view of your portfolio is another way we strive to give you Confidence for Life™
Latest release
What’s New
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
Audience growth
Ratings growth
Baseline captured. Growth appears after the crawler observes a changed rating count.
Momentum comes from crawler snapshots for the tracked storefront. “Viral growth signal” means unusually fast recent rating gains; it is an indicator, not download data.
Price tracking
Price intelligence
First snapshot captured. The trend line starts after the next crawler price observation.
- First observed Aug 20, 2026 · 3:59 AM Free
Screenshots
