MIONTRAK is a brand new way to interact with your Financial Planner, as you are able to focus on your financial goals as you get monthly updates on how you are progressing towards your target through an easy to read graph.
It also allows you to:
• Read your latest Statement of Advice (SOA)
• Send documents straight to your Financial Planner
• Access to the latest Financial Services Guide (FSG)
• Immediately notify your Adviser if you would like to continue with their services
• Request an Appointment with your Adviser
Minor changes, user specific soa/fsg
With Family Sharing set up, up to six family members can use this app.