MPW Mobile 4+
Monterey Private Wealth, Inc
Designed for iPad
-
- Free
Screenshots
Description
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
What’s New
Version 5.14.0
- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes
App Privacy
The developer, Monterey Private Wealth, Inc, 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 Linked to You
The following data may be collected and linked to your identity:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Monterey Private Wealth, Inc
- Size
- 39.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Monterey Private Wealth, Inc
- Price
- Free