The PB Sales app allows you to access and track your investment accounts while you’re on the move. With the app’s simple navigation, you can easily monitor and stay connected to your investment accounts anytime. In just a few clicks, you can access your holdings, asset allocations and transactions. In addition, the app’s capabilities include:
- A dashboard summarizing your investment accounts, market value and how your money is invested
- Graphical views showing the value of your investments over time
- Landscape views for more detailed views of your accounts