If you haven’t yet downloaded the DWM app, now is the time! It has just been updated with some great new bells and whistles.
You can see all your accounts in one place, check balances and positions, see performance, run reports, view statements, and contact us. It’s available for iPhone/iPad & Android.
Here are some sample screen shots:
Feel free to bring your tablets and smart phones to our meetings. We would like to make sure you are able to login and answer any questions you might have. The new app is really a fantastic tool to keep current with your portfolio. We’re sure you’ll love it.