Mobile Site Overview

This training guide will demonstrate the functionality of the Mobile Client Site. The Mobile Client Site is a consolidated view of the financial information in your personal financial website.

This guide will give a brief overview the following features: Contacts, Accounts, Cash Flow, Budgeting, Transactions, Investments and the Vault.

Before your first login, you will be prompted to establish 3 security questions.

1. From your smart phone, click the mobile app and log in.

Adams Wealth Mangement Mobile Site Overview - 1a
Adams Wealth Mangement Mobile Site Overview - 1b

2. Once authenticated, you will see a summary of your financial profile.

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3. Accounts will allow you to view your latest account data, while also informing you of any maintenance required when necessary.

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4. Spending shows you this month’s spending data by category. This data is imported directly from connected accounts. You can scroll through previous months by using the << >> arrows.

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5. Tap the Budgets tab to see a snapshot of your budget.

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6. Tap Transactions to view your recent transaction details from your connected accounts. You can tap into any transaction to see further details or to re-categorize.

Adams Wealth Mangement Mobile Site Overview - 6a
Adams Wealth Mangement Mobile Site Overview - 6b

7. Tap Investments to view up-to-date market information for any connected investment. Here you can tap into any account and view a holdings breakdown of that account.

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Adams Wealth Mangement Mobile Site Overview - 7b

8. Tap Vault to view personal documents in electronic format.

Adams Wealth Mangement Mobile Site Overview - 8a

The My Documents folder is hidden from your advisor. The Shared Documents folder can be viewed by your advisor. To upload into either folder, tap that folder and tap the subfolder you want to upload into. Then click the + symbol in the top right.

Adams Wealth Mangement Mobile Site Overview - 8c
Adams Wealth Mangement Mobile Site Overview - 8d
Mobile Site Overview ultima modifica: 2017-04-04T02:46:27+00:00 da Adams Wealth Management

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Amarillo TX 79101

Other Information:

Adams Wealth Management Group LLC (“Adams Wealth Management”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Adams Wealth Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Adams Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.