Fast Money: Financial Apps to Make Your Life Easier

look up sqNowadays, wherever you go, it seems half the people around you are looking down at their phones. (That is, if you take the time to look up and notice this phenomenon). In fact, over 90% of the US adult population owns a smart phone. But you can make good use of your screen time because one of the best ways to stay current on your investments is through mobile apps. We would like to spotlight two important (and free) ones today.

App logoDWM: We recently blogged about our Client Portal overhaul. Did you know you can see the same information through our mobile app? 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.

(Click on any image to see a full size version)

DWM screen shot valuesDWM screen shot performanceDWM screen shot reports


Schwab app logo

Schwab: In addition to Schwab Alliance, Schwab offers a very useful app. You can see your Schwab accounts, approve wires, electronically sign applications, deposit checks, pay bills, find a branch, and more. Even more exciting capabilities are coming soon. It’s available for iPhone/iPadAndroid, & Kindle. Schwab even has a one page guide that will walk you through set-up. (Again, click on any image to see a full size version)

Schwab screen shot account listSchwab screen shot check depositSchwab screen shot market overview

 

 

 

 

 

 

 

 

 

Credit card and bank or credit union apps are also handy to have on your devices. Simply search for them in the iTunes Store for Apple users, or the Google Play Store for Android devices.

If you have trouble finding what you’re looking for, AppCrawlr is “the app discovery engine”. This is a great, user friendly site where you can find apps by category or many other criterion, for any device.

Of course, make sure all your devices are password protected so sensitive information isn’t accessible to prying eyes. This is one of the easiest things you can do to protect your identity.

Lastly, for our clients, you are welcome 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.