Convenient and secure access to your trust and investment information wherever you are with Associated Portfolio Online Mobile App. The app provides a snapshot of your total wealth, making it easy for you to share information with your trusted advisor, making informed financial decisions based on your goals.
Key features include: • A secure environment, protecting your information. • Access to your financial information in a clear and simple format. • Use of your fingerprint as a convenient and secure way to sign in. • A snapshot of your total portfolio on an aggregated basis or by individual account. • Detailed holdings information. • Recent trade activity and transactions.