With this financial app, you can view account balances, transfer funds, and access market information. Includes account management, document storage, and contact features.
AppRecs review analysis
AppRecs rating 3.9. Trustworthiness 81 out of 100. Review manipulation risk 20 out of 100. Based on a review sample analyzed.
★★★☆☆
3.9
AppRecs Rating
Ratings breakdown
5 star
62%
4 star
14%
3 star
5%
2 star
4%
1 star
16%
What to know
✓
Low review manipulation risk
20% review manipulation risk
✓
Credible reviews
81% trustworthiness score from analyzed reviews
✓
High user satisfaction
75% of sampled ratings are 4+ stars (4.0★ average)
About Client Access
• Your account balances, including your assets and available cash
• Current value of each of your investments
• Detailed asset allocation analysis
• Documents such as trade confirmations and tax reporting
• A secure vault to store financial statements, insurance documents
• A full complement of convenient client tools
• Your financial advisor’s contact information
Asset allocation does not guarantee a profit nor protect against loss.
Client Access Screenshots
Tap to Rate:
Reviews for Client Access
KTFlem7769
App is filled with issues
At least 2-3 times a week it will not send a verification code. The code gets stuck in their system and will send out way later after it is too late. Other times it says password issues contact administrator. You wait til morning and then it works. Market Research is good. Update on stocks at opening takes 15-30 minutes. Yahoo Finance is faster at refresh. Definitely IT needs to go theough this app and fix the bugs.
viw3
Needs updating
Needs some updating such as some additional grafting of data over a period of time. App gives a snapshot of data but would like to see user able to see trends over time.
