EFG NetxInvestor

IMPORTANT INFORMATION FOR USERS - To use EFG NetxInvestor mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetxInvestor website. The financial institution also has to specifically activate the EFG NetxInvestor mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at your financial institution. Stay Connected – EFG NetxInvestor mobile provides you with an essential solution for managing your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. EFG NetxInvestor mobile lets you manage your financial portfolio in an efficient and user-friendly environment that leverages the look and feel of the website but that fits perfectly for the form factor of the tablet and phone. Through EFG NetxInvestor mobile you have fully featured access to account information, such as balances, holdings, activity and order status. Your financial institution may also (optionally) enable you to use NetxInvestor mobile to view real-time quotes and place trades for equities and mutual funds while on the go. Anytime, anywhere—that is the power of mobility. That is the power of NetxInvestor mobile. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Order status • Market information and quotes • Your securities watch list • Equity, Mutual fund order entry, Options trading (if enabled by your financial institution) • Documents