How many times have you read one of our Weekly UPdates, heard the market was in unprecedented territory, or seen a wild headline on CNBC and had one of these thoughts;
“How does this affect me and my account?”
“I’m suddenly feeling more or less risk-averse, what do I do now?”
“How do I get in contact with Anton and Nyle?”
If you’re fortunate enough for these thoughts to strike you during regular business hours, you can give us a call and we’ll get to the bottom of it right then and there. But what if it’s 7 o’clock on Saturday? Maybe these questions need answers before Monday morning at 8:30. What should you do now?
This problem will now be a thing of the past!
We’ve got some exciting news here at Up Capital that we can’t wait to share with you. We’ve rolled out a BRAND-NEW mobile app for all of our Wealth Management clients. It’s full of robust features that will help you keep your finger on the pulse and never miss a beat when it comes to your account here with us.
Features
• View all accounts in your portfolio
• Check out your Risk Profile, including the Risk Numbers of each of your accounts
• Utilize the up to date RMD Calculator
• View your statements
• Stay up to date with Up Capital’s Weekly UPdates
• Contact your advisor with a single click!
Whether you’re using Apple or Android we’ve got you covered. Click the icon below and you’ll be on your way!
If you have any issues logging in you can reach out to nik@upcapitalmgmt.com and we’ll get you set up in no time.
Good ideas are worth sharing
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DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of the
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