價格：免費
更新日期：2018-06-19
檔案大小：14.1 MB
目前版本：4.1.0
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
View only account access for clients of Total Wealth Planning, LLC, a registered investment advisor based in Ohio. The client access for iPhone/iPad app lets you access your accounts and investments where and when it’s most convenient. View balances, holdings, historical transactions, and performance. Sort and filter by account, asset class, and time period. This app does not permit money transfers or trading.
支援平台：iPhone, iPad