Plum Street app for iPhone and iPad

4.8 ( 4128 ratings )

Finance Business
Developer: Plum Street Advisors LLC

Free

Current version: 5.9.0, last update: 5 months ago
First release : 14 Sep 2022
App size: 33.86 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