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 3.5. Trustworthiness 81 out of 100. Review manipulation risk 20 out of 100. Based on a review sample analyzed.
★★★☆☆
3.5
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
Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here.
• 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.
• 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.
