Screenshots

Description

The Insight Wealth Partners mobile app provides current clients with easy access to their account information and to their advisors. In the app, clients can access and view account balances, performance reporting, holdings details, news, market commentary, financial calculators, and much more.

What’s New

Version 4.0.0

- Forgot Password
- Cloud Storage
- Commentary
- Fixes account display

Information

Seller
INSIGHT WEALTH PARTNERS
Size
18 MB
Category
Utilities
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
Rated 4+
Copyright
© 2015 Insight Wealth Partners, LLC
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.