1865 Wealth Advisors
No in-app products collected for this app.
| Rating | |||
|---|---|---|---|
| Canada | <1%0 | — | |
| United States | <1%0 | — |
Description
The 1865 Wealth Advisors app allows you to access and track your investment accounts right from your mobile device(s). With the app's simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app's capabilities include:
A dashboard summarizing your investment account(s), market value, and how your money is invested.
Graphical views showing the value of your investments over time.
Landscape views for more detailed views of your account(s).
You must currently have access to the online https://cnbbank.ecx.seic.com/ site to be able to use this application. For assistance in registering, please contact your financial advisor.