FOA Dashboard

com.advisorlynx.mobileadvisor.fiveoceans

Total installs
100+
Rating
5.0(1 reviews)
Released
July 10, 2024
Last updated
September 6, 2024
Category
Finance
Developer
Five Oceans Advisors, LLC
Developer details
Name
Five Oceans Advisors, LLC
Website
https://fiveoceansadvisors.com/
Country
unknown
Address
unknown

Screenshots

FOA Dashboard Screenshot 1 - AppWisp.com
FOA Dashboard Screenshot 2 - AppWisp.com
FOA Dashboard Screenshot 3 - AppWisp.com
FOA Dashboard Screenshot 4 - AppWisp.com

Description

This app is designed to give you mobile access to your Five Oceans Dashboard and provides you with a secure way to:

1) View your investment accounts, activity, performance, balances, and more;

2) Download custodial statements, invoices, and tax forms;

3) Share documents with the Five Oceans team via the encrypted vault.

Please contact us at 310-525-5155 or [email protected] if you have any difficulty logging in, have any questions, would like us to walk you through the app, or would like to provide feedback. (NOTE: you must set up your Five Oceans Dashboard before logging into this app.)

About Us: Five Oceans Advisors is an investment adviser registered with the Securities and Exchange Commission (SEC). We empower Gen X and Gen Y Founders, C-Suite Entrepreneurs, and their families to be who they want to be in the world. For more information, please visit us at https://fiveoceansadvisors.com.