CapTrust Financial Advisors 1.78
Free Version
Publisher Description
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Apr 22, 2024
Version 1.78
* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability
About CapTrust Financial Advisors
CapTrust Financial Advisors is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops CapTrust Financial Advisors is CapTrust Financial Advisors (Holland). The latest version released by its developer is 1.78.
To install CapTrust Financial Advisors on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-04-22 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the CapTrust Financial Advisors as malware if the download link is broken.
How to install CapTrust Financial Advisors on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the CapTrust Financial Advisors is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After CapTrust Financial Advisors is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
