SkylineAdvisors app for iPhone and iPad

4.0 ( 7600 ratings )

Business Finance
Developer: Skyline Advisors

Free

Current version: 5.9.0, last update: 3 months ago
First release : 14 Feb 2018
App size: 34.08 Mb

Skyline Advisors mobile app is a portal to your experience with our team.
-You can view accounts, holdings and balances.
-View and configure account performance.
-View and receive Skyline reports
-View custodial statements from others, such as Charles Schwab
-Access a document vault to upload and download pertinent documents
-Access and update your financial profile
-Interact with financial planning tools
-Aggregate outside accounts for a complete Household financial statement
-View a Skyline Advisors newsfeed
-And much more!