KSW Wealth app for iPhone and iPad

With its intuitive layout and robust features, the KSW Wealth Management mobile app can present just the information you need in a format that is accurate, personalized, and easy to understand.

Bold graphics and an insightful user interface provide 24/7 access to:
• View your total portfolio through the dashboard
• Check account balances, performance summaries, asset allocation, holdings, etc.
• Send secure messages to your trusted advisor
• Up-to-date market data
• Dynamic, interactive reports
• Document vault for securely sending and receiving files with your advisor
• And more!

To get the best performance and security, ensure your device is running on the latest version of iOS and enable push notifications for important alerts.