Mowery & Schoenfeld Wealth 與 WealthTrac 使用情況與統計

Convenient and secure access to your trust and investment information wherever you are with WealthTrac Mobile. The application provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals. Key features include: - A secure environment, protecting your information. - Access to your financial information in a clear and simple format. - Use of your fingerprint as a convenient and secure way to sign in. - A snapshot of your total portfolio on an aggregated basis or by individual account. - Detailed holdings information. - Recent trade activity and transactions.