Rickey Advisors

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.

Features Include:

View your portfolio holdings and asset allocation

Track your balance and account performance

Link your outside accounts and bank accounts to see your total financial picture in one place

Securely store and share documents with your advisor

Access your financial plan and track the progress toward your goals

Run “what-if” scenarios to see how different decision affect your plan

Access key reports on demand including transaction history, tax statements, monthly and quarterly statements

Access the news feed from your advisor to stay up to date

Connect with your advisor through the app