SA Pro Access
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device!
SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.
Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Bug fixes and performance improvements.
The developer, StoneX Group Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- StoneX Group Inc.
- Size
- 33.4 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- This app is rated 4+ with content restrictions.
Some content may be rated higher, and may therefore be restricted and managed by the developer through in-app controls. - In-App Controls
Age Assurance
- Copyright
- Copyright © 2020 | SA Stone Wealth Management Inc