The Centier Financial Partner app allows you to access and track our investment account(s) while you’re are on the go. With the app’s user-friendly 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:
- Your 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 Centier Financial Partners site to be able to use this application. For assistance in registering, please contact Centier Financial Partners.