Plum Street app for iPhone and iPad

4.0 ( 4320 ratings )

Finance Business
Developer: Plum Street Advisors LLC

Free

Current version: 5.5.2, last update: 6 months ago
First release : 14 Sep 2022
App size: 32.52 Mb

Plum Street Advisors Mobile App allows you to:

• View quarterly reports
• View your account information
• View daily performance/holdings
• Share documents
• Communicate with your advisor
• Link outside accounts
• View custodial statements (Schwab)
• Access tax documents