Improved Mobile Access to Your Wealth Management System

March 6, 2014  | By Kevin Smith


The latest mobile version of the Wealth Management System is now live. We encourage you to explore this excellent use of technology.


Improved mobile access to your Wealth Management System
Your mobile Wealth Management System

Quick links to important information such as:

  • Net Worth
  • Investments
  • Spending
  • Budget
  • Transactions
  • Vault

Some of the new features allow you to rename, reclassify and delete accounts.  You also have the ability to split transactions and the option to add, edit and delete budgets.

If you do not have the Wealth Management System on your mobile phone yet…

  1. Login to the Wealth Management System on a computer
  2. In the bottom right panel, you will find a “Mobile” section on the slider. Click “Learn More”
  3. Enter your email address and a link will be sent to you
  4. Open that email on your mobile phone and follow the instructions to login
  5. Save this mobile page to your home screen for easy access
Kevin X. Smith, CFA
512.467.2003   |  [email protected]

Kevin is on a mission to find better ways to explain complex concepts in increasingly simple and meaningful demonstrations. Everyone has a different level of interest in learning about investing – ranging from “I just want to know that I…Read More

Return to Blog Page