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December 20th, 2018 | Gerstein Fisher

Introducing the Gerstein Fisher Mobile App

We’re pleased to announce that a free mobile app is now available to our clients that gives them all the information about their accounts that’s on our website’s client portal, and opens up an additional channel of communication for them with their Advisory Teams. Among the information available on the app are account market values, updated daily; performance year-to-date, over the past three years, and since inception, also updated daily; contributions and withdrawals; our purchases and sales; asset allocation; holdings; and our market commentaries. We plan to add financial-planning advice soon. The app is available for iPhones, iOS (versions 10.0 or later), and Android devices (versions 6.0 or later). It offers high security, with a 128-bit Secure Sockets Layer encryption—like our desktop portal—and at user option, dual-factor authentication as well as Touch ID or face recognition. The app is available at Apple Stores and on Google Play.

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