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Put 100 years of combined investment experience in the palm of your hand. With our mobile app, you can view your accounts, investment performance, holding breakdowns, statements, recent activity and so much more in an easy to use and intuitive mobile application!
You can contact your Financial Advisor right through the mobile applications
We invite you to give our mobile app a try for up to the minute account information.
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What's New in SIC Mobile
5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
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