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This mobile app lets you view account information, holdings, transactions, balances, realized gains & income, and performance net of fees and expenses. You can read quarterly customized reports with commentary from your advisor.
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What's New in Echo Wealth Management Mobile
5.22.1
February 5, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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