StoneX Wealth Access vs MediFi

The new StoneX Wealth Access Mobile app gives you the ability to see your portfolio on the go! It's never been easier to view your account activity and open investment positions. All users must have an brokerage account with StoneX in order to use this application. Now you can: View, download, share, and print your trade confirms. View, download, share, and print your brokerage account statements. View, download, share, and print your yearly 1099s for tax purposes. Get news catered to your portfolio Get detailed information about your open positions Get up to the minute information of your account activity

MediFi is the all-in-one platform for health insurance and investment management. Designed for financial advisors, brokers, and their clients, MediFi puts everything you need at your fingertips. FOR BROKERS & ADVISORS • Create and manage insurance illustrations with real-time financial projections • Present interactive charts and scenarios directly to clients in presentation mode • Manage client onboarding from start to finish — personal info, health statements, documents, and compliance • Track accounts, dependents, and beneficiaries in one place • Access marketing materials and product documentation instantly • Work with multiple clients and advisors from a single dashboard FOR CLIENTS • Track your onboarding progress and review submitted documents • View your insurance accounts and policy details anytime • Secure access with biometric authentication (Face ID / fingerprint) BUILT FOR QUALITY & EASE OF USE • Clean, intuitive interface — find what you need in seconds • Available in English, Spanish, and Portuguese • Dark mode support • Secure authentication with biometric login • PDF generation for illustrations — share with clients instantly • Works seamlessly across iPhone and iPad MediFi — Healthcare, Protected.