About
Connect your smart devices to your client portal to view portfolio balances, holdings, and performance. Stay updated with news and commentary, and easily reach out to a representative.
What's New in TW Digital
5.14.0
September 11, 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
MoreFAQ
What can I do with TW Digital?
TW Digital allows you to connect smart devices to your TradeWinds Client Portal. You can view your portfolio balances and holdings, check performance, review your financial goals, and access news feeds.
Is TW Digital free to use?
Yes, TW Digital is available for free. There are no costs associated with downloading or using the application.
What devices support TW Digital?
TW Digital is supported on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating system.
How secure is TW Digital for my financial data?
While the description does not detail specific security measures, the app connects to your TradeWinds Client Portal, implying it utilizes the security protocols established by TradeWinds for client data protection.
How often is TW Digital updated?
The latest version of TW Digital is 5.14.0, and it was last updated on September 11, 2024. This indicates regular updates to maintain functionality and security.
What is the age rating for TW Digital?
TW Digital has an age rating of 4+, making it suitable for users of all ages. This suggests no mature content is present within the application.
Can I contact a TradeWinds representative through TW Digital?
Yes, the application provides an easy way to contact a TradeWinds representative. This feature allows for direct communication with your financial advisor.
Does TW Digital have ads?
No, TW Digital does not contain advertisements. The app is free and ad-free, providing an uninterrupted user experience.
