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Beacon Wealth app for iPhone and iPad


4.4 ( 5104 ratings )
Business Finance
Developer: Beacon Wealth Management, LLC
Free
Current version: 3.3.0, last update: 6 years ago
First release : 06 Aug 2017
App size: 17.87 Mb

The Beacon Wealth Mobile App gives clients of our firm the convenience of viewing account information and balances on the go. Access from your mobile phone, tablet, and all Apple devices is simple and can be protected with Touch ID. Features · View account balances· View Portfolio Values · View Holdings Summary· View Performance Reports· Read Access News & Market Commentary· Easy to Use Retirement Calculators· Contact Your Financial Advisor at the touch of a button. Must be enrolled in Beacon Wealth Mobile App program. Beacon Wealth Management, LLC does not charge a fee for Mobile App, but mobile service provider data fees may apply. To learn how we protect your privacy, please visit http://www.beaconwealthmanagement.com/privacyandsecurity.