The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward. Features Include: View your portfolio holdings and asset allocation Track your balance and account performance Link your outside accounts and bank accounts to see your total financial picture in one place Securely store and share documents with your advisor Access your financial plan and track the progress toward your goals Run “what-if” scenarios to see how different decision affect your plan Access key reports on demand including transaction history, tax statements, monthly and quarterly statements Access the news feed from your advisor to stay up to date Connect with your advisor through the app
Rickey Advisors
