American Heritage VideoAdvisor: Securely Connect with Your Financial Professional
American Heritage VideoAdvisor is a free iPhone app developed by American Heritage FCU. It falls under the category of Business & Productivity with a subcategory of Finance. This app provides a secure platform for users to interact with their trusted financial professionals through video chat and conduct various financial tasks.
With American Heritage VideoAdvisor, users can have personal, face-to-face video chats with their financial professionals, ensuring a more personalized and engaging experience. Users can also view informative content shared by their financial professionals, allowing them to stay informed about important financial matters.
One of the key features of the app is the ability to upload documents or images requested by the financial professional. This makes it convenient for users to provide the necessary information without the need for physical paperwork. Additionally, users can review contracts or agreements prepared for them directly within the app.
American Heritage VideoAdvisor also offers the functionality to agree and approve documents and Terms of Use. Users can securely eSign loan applications, agreements, and contracts, eliminating the need for physical signatures and streamlining the process.
Overall, American Heritage VideoAdvisor provides a safe, enjoyable, and effective way for users to communicate with their trusted financial professionals from anywhere. It is a valuable tool for managing financial matters remotely, ensuring convenience and security.
Please note that data service charges may apply through your wireless carrier.
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