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Developer's Description

Stay Connected -

WFS eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while youre on the gowherever you use your iPhone or iPad. WFS eQuipt lets you view your WFS accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone.

Through WFS eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your WFS account using the Remote Deposit Capture feature.

With just a few clicks from your iPhone or iPad, you can access:

Account balances and holdings

Transaction history

Market information and quotes

Statements and Documents

Please note:

Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.

Full Specifications

What's new in version 4.0.7.0

General

Release February 22, 2020
Date Added February 22, 2020
Version 4.0.7.0

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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