Great news! There’s now an even better way for you to stay up to date with your accounts while on the go: a new Investor360°® mobile app for smartphones and tablets. The app puts an executive summary of your accounts right in the palm of your hand, so you can check:
Account and cash balances
Cash balance history
Positions by account and security
Detailed position breakdowns for each account
You can download the app directly from the Apple App Store (for iPhones) or Google Play (for Androids). You can also search the App or Play store for Investor360° and follow the prompts to add the app to your smartphone or tablet.
Before downloading, please be sure:
Your iPhone runs iOS 7.1 or above
Your iPad runs iOS 9 or above
Your Android smartphone or tablet runs 4.4.2 or above (The app is not yet compatible with the new Android operating system, Marshmallow, but should be soon.)
If you have any questions about the app once you’ve downloaded it, please don’t hesitate to call or e-mail us at firstname.lastname@example.org. And please let us know what you think of the app’s features once you’ve had a chance to use it. We are looking forward to hearing about your experience.
Additional information about H. A. Kramer & Associates, PA is available on the SEC’s website at www.adviserinfo.sec.gov. Click on Investment Adviser Search then select Individual and search for Howard Kramer - CRD #1742120, or by searching under the Firm, H. A. Kramer & Associates, P.A. - CRD #141751.
Financial Planning offered through H. A. Kramer & Associates, PA, a Florida Registered Investment Adviser, are separate and unrelated to Commonwealth.
Securities and Fee-based Asset Management offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
Fixed Insurance products offered through CES Insurance Agency.
Howard Kramer, CFP®, AIF® is a financial and life advisor located at 941 SW 88th Terrace, Plantation, FL 33324.