About this app
The mobile app allows you to view account information, balances and easily contact your investment advisory team.
Latest release
What’s New
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and 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 19, 2026 · 7:41 PM Free
Screenshots
