Client First app for iPhone and iPad
4.2 (
2672 ratings )
Business
Finance
Developer: Rock Point Partners LLC
Free
Current version: 4.1.0, last update: 4 years agoFirst release : 19 Jun 2019
App size: 13.21 Mb
The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view household account balances, transactions, performance data, and required minimum distribution values. Clients will also be able to access Client first quarterly statement, TD Ameritrade monthly custodial statements, and annual tax reports produced by TD Ameritrade.