Bush Wealth Mobile

The Bush Wealth Management Client Portal app provides Bush Wealth clients with a secure way to view their investment accounts, activity and performance, download statements and tax forms, run reports, and read commentary from the Bush Wealth Management Team.

App Features:

• Securely access your Bush Wealth accounts

• View interactive reports and dashboards of your account holdings, performance and activity

• Access monthly custodian statements, quarterly performance reports and other important documents

• Run portfolio reports across your Household’s accounts

• Set up and manage automated email and text notifications