CapTrust Financial Advisors 4+
CapTrust Financial Advisors (Holland)
-
- Free
Screenshots
Description
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
What’s New
Version 1.85
* Core Improvements and Feature Polishing
* Optimized Functionality and Reliability
* Stability and Performance Improvements
Ratings and Reviews
App Privacy
The developer, CapTrust Financial Advisors (Holland), indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- CapTrust Financial Advisors (Holland)
- Size
- 129.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Black Diamond Wealth Platform
- Price
- Free