Quickly access your investment accounts with touch ID or Face ID. Review activity and balances in your accounts. Monitor balances, holdings, account activity, and open orders for your accounts. Contact your advisor and set up appointments.
* RightCapital financial planning integration available for the mobile app.* Innotrust statement integration now supported within the client’s vault.* Improved performance and stability within the Dashboard section of the app.
~DayMark Wealth Partners, LLC
1.74 1.74
* RightCapital financial planning integration available for the mobile app.* Innotrust statement integration now supported within the client’s vault.* Improved performance and stability within the Dashboard section of the app.