With its intuitive layout and robust features, the KSW Wealth Management mobile app can present just the information you need in a format that is accurate, personalized, and easy to understand.
Bold graphics and an insightful user interface provide 24/7 access to:
• View your total portfolio through the dashboard
• Check account balances, performance summaries, asset allocation, holdings, etc.
• Send secure messages to your trusted advisor
• Up-to-date market data
• Dynamic, interactive reports
• Document vault for securely sending and receiving files with your advisor
• And more!
To get the best performance and security, ensure your device is running on the latest version of iOS and enable push notifications for important alerts.
Bold graphics and an insightful user interface provide 24/7 access to:
• View your total portfolio through the dashboard
• Check account balances, performance summaries, asset allocation, holdings, etc.
• Send secure messages to your trusted advisor
• Up-to-date market data
• Dynamic, interactive reports
• Document vault for securely sending and receiving files with your advisor
• And more!
To get the best performance and security, ensure your device is running on the latest version of iOS and enable push notifications for important alerts.
Show More
