BRG Wealth
Everyone
info
10+
Downloads
Everyone
Learn more
About this app
Our newly revised Mobile App gives you access to your accounts, performance and your holdings. If you would like to collaborate with us in developing your financial plan the answer is Yes! If you would like to view your quarterly performance statements and your custodial statements in one place the answer is Yes. If you would like to upload documents for storage, the answer is Yes. If you would like to contact us while you are in the App, the answer is yes. Welcome to the new client experience!
Connect to your Bay Rivers Group Wealth Partners accounts and financial plan.
Updated on
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.
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
- 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
Everyone
Learn moreApp support
phone
Phone number
+17572592450
About the developer
Bay Rivers Group, Inc.
abroderick@bayriversgroup.com
368 McLaws Cir
Williamsburg, VA 23185
United States
+1 757-876-5670