In the mobile app, clients are able to perform the following tasks:
- View balances for each one of your goals
- Make deposits and withdrawals
- See your transaction history
- View your asset allocations “What you’re invested in”
- View your projection
- Get your on or off track status
We will be regularly updating the app to include additional features. In the meantime, other features, such as editing your goals and initiating transfers, are still available on your desktop and on mobile web.
Please contact the Concierge team to submit your feedback as we continue to add functionality to our app.