About
Manage client wealth, view balances, holdings, and activities. Access market news relevant to portfolios and invite new clients via text or email. Trade equities and mutual funds securely.
What's New in SA Pro Access
3.1829
April 27, 2026
Bug fixes and performance improvements.
Developer apps
FAQ
What is SA Pro Access used for?
SA Pro Access is a financial tool for advisors to manage client wealth, view portfolios, and communicate with clients. It allows for trading equities and mutual funds directly within the app.
Is SA Pro Access free to use?
Yes, SA Pro Access is available for free. There are no in-app purchases or subscription fees mentioned for users of this application.
What devices does SA Pro Access support?
SA Pro Access is currently supported on iPhones. Specific iOS versions are not detailed, but it is designed for mobile Apple devices.
How secure is SA Pro Access?
The app offers safe and secure account login, including support for Touch ID and Face ID functionality. This ensures that client data remains protected.
Can I invite new clients with SA Pro Access?
Yes, SA Pro Access allows advisors to invite new prospective clients quickly and easily through text and email directly from the app.
Does SA Pro Access provide market information?
Yes, the app provides market news specifically related to a client's portfolio. It also allows users to search for companies to view charts and performance data.
How often is SA Pro Access updated?
The latest version of SA Pro Access is 3.1829, last updated on April 27, 2026. This indicates a recent update, suggesting ongoing development and maintenance.
What is the age rating for SA Pro Access?
SA Pro Access has an age rating of 4+. This means it is suitable for users aged four and above, indicating minimal content concerns.
