The Jefferies Private Wealth Client Portal provides secure access to all of your financial information, document management, expert insights and your client team at Jefferies, all within an easy to use mobile app.
Top Features:
· Customized and interactive dashboard displaying a holistic view of your financial portfolio
· Sophisticated reports with current investment information
· Document vault to view files securely from your client team
· And more!
Clients First. Always.
Top Features:
· Customized and interactive dashboard displaying a holistic view of your financial portfolio
· Sophisticated reports with current investment information
· Document vault to view files securely from your client team
· And more!
Clients First. Always.
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