Lutz Financial 5.6.4
Continue to app
Free Version
Publisher Description
This mobile application allows you to easily view your accounts managed by Lutz Financial. Features include Account/Portfolio Values, Holdings Summary, Performance Reporting, Point to Point Performance (down to the asset), Account Activity/Transactions, Statements, Forms, and Downloads. The app also includes your Advisor’s contact information and a secure link to upload documents.
Jan 6, 2024
Version 5.6.4
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
About Lutz Financial
Lutz Financial is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Lutz Financial is Lutz Financial Services, LLC. The latest version released by its developer is 5.6.4.
To install Lutz Financial on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-01-06 and was downloaded 4 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Lutz Financial as malware if the download link is broken.
How to install Lutz Financial on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Lutz Financial is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Lutz Financial is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.