M&W Clients

The McInroy & Wood Private Client app allows existing discretionary clients with portal access to view details of their portfolio securely on their smartphone.

Key Features:

• Facial recognition login for secure and easy access • Daily price updates at close of the previous business day • Holdings view for full visibility of all holdings including the price history • Full transaction history when filtering on security and cash transactions ranging from 30 days to last 3 years • Document storage for easy retrieval

Designed to provide clarity, and peace of mind wherever you are. If you experience any issues, please contact your investment manager in the first instance.