William Blair released its enhanced client desktop and mobile app, making it easier for clients to access and review their investment accounts anytime.
The desktop launch began in April and is expected to continue into May. The mobile app upgrade was released in January.
The newly designed portal offers more content, functionality, secure technology, and customizable features, including:
- Interactive, dynamic dashboard
- Seamless user experience and navigation
- Customizable watchlists
- Document center
- Market indices, curated news, and William Blair content
The desktop and app provide similar enhancements though the desktop experience offers additional features such as access to 1099 tax forms, custodial documents, and other important statements.
For more information about using the new portal, call William Blair client services at +1 800 730 6003, or email firstname.lastname@example.org.
Now Available: 2023 Tax Guide; Custody and Safekeeping Q&A
William Blair’s 2023 Tax Reference Guide provides information on tax rate schedules, exemptions, and contributions of savings plans for income earned this year.
Also available is a Q&A on what custody and safekeeping means for you and your assets at William Blair. For the past seven years, William Blair client assets have cleared through National Financial Services, a wholly owned subsidiary of Fidelity Investments. Fidelity, the custodian of William Blair client assets, has a strong 75+ year history of providing its clients with exceptional service and capital management. William Blair has a solid and steadfast relationship with Fidelity.