Rockefeller Capital Management Specifications
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The Rockefeller Capital Management mobile application provides Rockefeller Private Wealth Management clients the ability to: Access your account...
The Rockefeller Capital Management mobile application provides Rockefeller Private Wealth Management clients the ability to:
- Access your account balances, holdings, and recent activity.
- Deposit checks from anywhere using your mobile device.
- Transfer funds between your accounts and accounts held at other financial institutions.
- Digitally authorize wire instructions.
- Set up biometrics to securely login into your Rockefeller account.
- Securely send and receive files from your advisor with collaboration feature.
- View and download statements, correspondence, tax documents, and trade confirmations.
IMPORTANT NOTES:
- Users must have a valid Rockefeller Online login account in order to use this application.
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