8月27日 的 Commerce Trust Total Wealth 應用程式分析

Provides a clear, complete, and secure way for you to view your personal balance sheet from anywhere, at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as tracking trends and manage your cash flow. Our permissions based technology makes it easy to share info with advisors. By working with your advisor, you can ensure that you’re always tracking your financial goals. Key features include: • A secure environment, protecting your information. • Two factor authentication to protect your sensitive information. • Access to your financial information in a clear and simple format. • A snapshot of your total portfolio on an aggregated basis or by individual account. • Detailed holdings information. • Recent trade activity and transaction detail. IT’S EASY TO GET STARTED The Commerce Trust Total Wealth app is available by contacting your wealth advisor today!