SA Pro Access
Free
1.62for iPhone, iPod touch
Age Rating
SA Pro Access Screenshots
About SA Pro Access
The new SA Pro Access app allows SA Stone Financial Advisors to manage their clients' wealth. Advisors can see client balances, holdings, activities and documents as well as market news specifically related to that a client's portfolio - all from your Apple device!
SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.
Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
SA Pro Access also allows Advisors to invite new prospective clients, quickly and easily, through text and email.
Features:
- Invite New Clients
- Quickly send texts or emails to prospective clients through the app!
- Search for companies to get back slick charts and company performance!
- Trade Equities and Mutual Funds
Stay Protected
- Safe and secure account login including Touch ID and Face ID functionality.
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What's New in the Latest Version 1.62
Last updated on Apr 10, 2023
Old Versions
Fixes on the alignment and positioning of the trading header
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Version History
1.62
Apr 10, 2023
Fixes on the alignment and positioning of the trading header
1.61
Mar 20, 2023
- UI fixes for newer iPhones
1.60
Feb 10, 2023
Added the ability to set reinvestment options for unowned mutual funds when trading
1.59
Jan 3, 2023
- New login flow with MFA
- New interface for support chat
- New interface for support chat
1.58
Nov 21, 2022
Added a feedback box and the ability to edit pending limit orders
1.55
Aug 31, 2022
- Change security selected in the Order Entry screen
- Bug fixes and performance enhancements
- Bug fixes and performance enhancements
1.53
Aug 18, 2022
Fix for account search not returning some results
1.52
Jul 28, 2022
Bug fixes
1.50
Jul 18, 2022
New access options include the StoneX advisor account, fixed minor bugs, and performance improvement.
1.43
Dec 9, 2020
General defect fixes.
1.42
Nov 28, 2020
General bug fixes related to Order history and Activity view.
1.41
Oct 28, 2020
General Defect Fixes.
1.40
Oct 19, 2020
We've made some slight improvements in the background and general defect fixes!
1.38
Sep 28, 2020
With our newest version, we introduce mutual fund trading! Users can now buy, sell, and fully liquidate mutual fund positions!
Also, we have a brand new order status screen that allows you to see a list of your pending, recently executed, and historical orders!
Also, we have a brand new order status screen that allows you to see a list of your pending, recently executed, and historical orders!
1.37
Sep 14, 2020
Bug fixes and improvements under the hood!
1.36
Sep 1, 2020
A slew of bug fixes and background updates!
1.35
Aug 24, 2020
New Terms and Conditions agreement along with performance updates and bug fixes!
1.34
Aug 10, 2020
Includes a couple of fixes for seeing pending orders and updating our support email to our new domain!
1.33
Aug 4, 2020
Along with our normal bug fixes and optimizations, we are excited to present our new feature, trading equities!
After placing market or limit orders, you can see unfilled, pending orders on the Positions Tab and in the Security Details Screens!
After placing market or limit orders, you can see unfilled, pending orders on the Positions Tab and in the Security Details Screens!
1.32
Jul 20, 2020
Minor bug fixes and some light under the hood changes for better performance.
1.31
Jul 9, 2020
We made some fixes and improvements under the hood to push notifications and other small UI fixes.
Also, now users can see positions based on the account type.
Also, now users can see positions based on the account type.
1.28
Jun 23, 2020
We've made a few design updates to various screens throughout the app and squashed some more bugs for better performance.
Also, when viewing details about a position, you get the same comprehensive view that you were seeing with the security search.
Also, when viewing details about a position, you get the same comprehensive view that you were seeing with the security search.
1.27
Jun 6, 2020
You can now see the ISIN and Sedol ID numbers for securities.
Includes bug fixes and UI improvements throughout the app.
Includes bug fixes and UI improvements throughout the app.
1.26
May 28, 2020
Along with our usual round of under the hood performance enhancements, bug squashing, and some new snazzy animations, we've added a new way of contacting support. Now you can contact us over the phone, through email, or reach one of our support desk agents via Live Chat!
We also have a new card on the securities screen that shows users their position for an account for a security, if they have one.
We also have a new card on the securities screen that shows users their position for an account for a security, if they have one.
1.25
May 13, 2020
Fixes a bug in selecting some accounts in the account search and in some mutual funds.
SA Pro Access FAQ
Click here to learn how to download SA Pro Access in restricted country or region.
Check the following list to see the minimum requirements of SA Pro Access.
iPhone
Requires iOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
SA Pro Access supports English
