Wealth Management   |   Retirement Planning   |   Tax Planning   |   Fiduciary Services   |   Cleveland, Akron, Canton, Ohio

Mobile App Now Available

December 18, 2012

We are pleased to announce that we now have a mobile app available for NetExchange Client to view your accounts in real-time. You can now access account information on either the iPhone or iPad using this simple and efficient mobile app. Your existing user name and password will work for the app -- no additional activation or credentials are required.

Features and information available includes balances, holdings, history, order status, eDocuments and other tools. The NetExchange Client mobile app is available for download through the App Store via a simple search.  An app for Android devices will be available soon.

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