Client Access vs tiptap One

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. • Your account balances, including your assets and available cash  • Current value of each of your investments • Detailed asset allocation analysis • Documents such as trade confirmations and tax reporting • A secure vault to store financial statements, insurance documents  • A full complement of convenient client tools • Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

tiptap One puts a live view of your tiptap tap-to-give terminals in your pocket. If your organization runs one or more tiptap devices to collect donations or tips, tiptap One is the companion app that lets you watch contributions arrive in real time, browse history by date or campaign, and manage all your devices from one place. WHAT YOU CAN DO • See transactions as they happen at each of your tiptaps • Switch between devices to monitor multiple locations or campaigns • Review past transactions filtered by time period or campaign • Get instant notifications for approvals and declines • Manage device assignments from a single dashboard POWERING THE SPIRIT OF GIVING tiptap terminals make it effortless for supporters to give a tap-to-give donation or tip — no app downloads, no cash, no friction. tiptap One is how the people running those terminals stay on top of every contribution. BUILT FOR THE PEOPLE BEHIND THE CAUSE Whether you're at the venue, at home, or on the move, tiptap One keeps the pulse of your campaigns one tap away. Charities, nonprofits, community groups, event teams, and any organization with one or more tiptaps in the field will feel right at home. REAL-TIME, EVERYWHERE Live transaction streaming means you know the moment a contribution lands. No more refreshing reports or waiting for end-of-day rollups. SECURE & RELIABLE tiptap One connects to the secure tiptap back-end over encrypted REST APIs. Need a hand? Visit https://tiptappay.com/tiptap-resource-center/ for documentation, FAQs, and contact details. tiptap One is a companion app for tiptap terminal owners. Payment processing happens on the terminals themselves; tiptap One does not collect or process payments.