Free
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The Market Street Wealth Management Advisors Mobile App allows you to easily view your account information and contact your advisor. Use the app to do the following: -View your portfolio through the dashboard -Check account balance, performance, holdings and activity -See your advisor's contact information
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What's New in Market Street
5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
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