The Zoe mobile app gives you an easy way to stay connected to your investment accounts—anytime, anywhere. Once your account is complete in the browser, you're able to access it on the app.
Getting Started
Once you've opened your account on browser:
- Download the app from the App Store
- Log in using your Zoe credentials to access your dashboard
What You Can Do with the App
- View your account balance and performance: keep track of your investment growth with real-time balance and performance updates.
- See your current holdings: get visibility into the securities held in your accounts, including allocation breakdowns.
- Track deposits, withdrawals, and transfers: stay updated on transaction status and your full activity history.
- Intra-day balance updates: your account balance is updated throughout the day for a more accurate view of your finances.
Note: New transfers must be initiated from the desktop platform. Visit app.zoefin.com/login to create a new transaction.