Inclusive Advisors

Information may not be reliable

The Inclusive Advisor mobile app experience allows existing customers to manage their account activity with real-time account value and position updates. It also includes interactive charting and the ability to withdraw and add funds through ACH transfer.

New accounts can complete a short questionnaire and the app will recommend the correct portfolio with the option to open an account.

Functionality includes:

• Interactive charting
• Risk level analyzer
• Investment questionnaire with instant recommended portfolio results
• Account management with ACH bank connection for wire deposits and withdrawals
• Fully translated into Chinese
• Native iOS App
• Native Android App