Access My Portfolio

3.7
25 reviews
1K+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

The AccessMyPortfolio app allows you to access and track your investment account(s) while you're on the move. With the app's simple navigation, you can easily monitor and stay connected to your investment account(s) anytime. In just a few clicks you can access your holdings, asset allocations, and transactions. In addition, the app’s capabilities include:
-A dashboard summarizing your investment account(s), market value, and how your money is invested
-Graphical views showing the value of your investments over time
-Landscape views for more detailed views of your account(s)

You must currently have access to the online AccessMyPortfolio.com site to be able to use this application. For assistance in registering, please contact your financial advisor.
Updated on
Jul 29, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and 3 others
Data is encrypted in transit
Data can’t be deleted

Ratings and reviews

3.7
25 reviews
Stan Spence
December 8, 2023
It keeps popping up with a message to follow the link to update the App but then doesn't direct me to the update.
1 person found this review helpful
Did you find this helpful?
Ignatius D
March 1, 2023
Why does it need my location? I simply want to view my account. Yet this app doesn't even let me get past opening the app before being forced to share my location. Well, no.
Did you find this helpful?
michael carter
September 10, 2020
Please fix bug that keeps update available screen appearing on my Galaxy S8 every time I open app even after updating several times!
5 people found this review helpful
Did you find this helpful?

What's new

Performance enhancements and bug fixes.