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: 7 months agoFirst 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