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 ago
First 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.