Bush Wealth Mobile vs Monument Wealth Kullanım & İstatistikleri
The Bush Wealth Management mobile app provides our clients with secure access to view their account balances and holdings, activity and transactions, performance and reports, statements and tax forms, and more. /n Please remember to contact Bush Wealth Management (“Bush Wealth”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Bush Wealth effect any specific transactions for your account. Bush Wealth shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
- -
Welcome, clients of Monument Wealth Management! This app is specially designed to give you mobile access to your Monument Client Portal.
This Monument Client Portal app will provide you with a secure way to:
- View your investment accounts, activity, and performance
- Download monthly statements, quarterly reports, and tax forms
- View and run interactive reports on gains and losses, estimated income, and more
- Share documents with the Monument Team
Please reach out to the Monument Team at 703-504-9600 or support@monumentwm.com if you have any difficulty accessing your Monument Client Portal, have any questions, would like a walk-through, or would like to provide feedback.
*You must set up your Monument Client Portal before logging into this app. To set up your Monument Client Portal please contact us.
ABOUT MONUMENT WEALTH MANAGEMENT
Monument Wealth Management offers unfiltered opinions and straightforward advice that properly frames all risk, removes hassle, and empowers you to have more control over your time and options. Monument does this through our Private Wealth Design process, which is intentionally devised to answer YOUR specific questions, not everyone else’s, ultimately providing you clarity and removing the anxiety of the unknown. Please see important disclosure information at https://monumentwealthmanagement.com/disclosures/
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
- -
Bush Wealth Mobile VS. 
Monument WealthAralık 19, 2024