With our app, you can see the status of the investments you have entrusted to our care. The Milestone app provides you with easy and secure access to your investment portfolios so you can see your current holdings, the value of your portfolios and the activity that has taken place. You can review your investments across all your portfolios as well as on an individual portfolio basis. The app provides graphs of the change in the value of the portfolio as well as the allocation to specific securities. You will also be able to see the performance of your portfolio and each investment in them. You can also sort your portfolios to see in which investment you have the most invested and which will likely have the biggest impact on your returns.

If you have any questions about your portfolios, be sure to contact your wealth advisor and their team who will be pleased to help.

*Please note that this application is only available for clients of Milestone Wealth Management Ltd.

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