價格:免費
更新日期:2018-09-26
檔案大小:2.7 MB
目前版本:1.1.6
版本需求:需要 iOS 9.1 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言:英語
Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.
Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts
支援平台:iPhone