This Mobile App allows you to view account information, balances, and easily contact your advisor.
Updated on
Jan 2, 2026
Finance
Data safety
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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.
This app may share these data types with third parties
Personal info, App activity and 2 others
This app may collect these data types
Personal info
Data is encrypted in transit
See details
Ratings and reviews
phone_androidPhone
2.2
6 reviews
5
4
3
2
1
Collins Family
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March 3, 2024
Horrible. I have the right user name and password, verified by logging in from my laptop. Can't via the app. Won't send info on resetting the password.
1 person found this review helpful
A Google user
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February 3, 2020
Can not get on. Says password wrong. Tired to get code but never received e mail
1 person found this review helpful
Dustin Smith
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December 9, 2022
I bought a new phone and then updated the app now it won't let me use Biometrics to unlock.
1 person found this review helpful
What’s new
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes