Evo Wallet - Money Tracker
-33%
$2.99
$1.99
Finance
Free
Market Street
by Market Street Wealth Management Advisors, LLC
Screenshots
Description
The Market Street Wealth Management Advisors Mobile App allows you to easily view your account information and contact your advisor. Use the app to do the following: -View your portfolio through the dashboard -Check account balance, performance, holdings and activity -See your advisor's contact information
What's new (v5.16.0)
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
