Lutz Financial vs MPW Mobile Usage & Stats
This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.
- Apple App Store
- Free
- Finance
Store Rank
- -
With the Monterey Private Wealth Mobile app, you can stay connected to your financial advisor, view your accounts and investments, and retrieve statements and reports. Features: - Access your accounts securely and quickly using your existing Monterey Private Wealthy Mobile username and password. (Don’t have one? Call us today to activate it.) -View account balances, individual investments and market values, and asset allocation -Track performance for all your accounts individually or in aggregate -Review account transactions and activity -Access and download quarterly statements from Monterey Private Wealth and other documents posted to your MPW connect client web portal -Stay up-to-date with recent advisor commentary and announcements -Contact your advisor quickly and easily
- Apple App Store
- Free
- Finance
Store Rank
- -
Lutz Financial VS. 
MPW MobileDecember 30, 2024