Diversify Client Portal

Content rating
Everyone
5+
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Content rating
Everyone
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About this app

This Mobile App allows you to view account information and balances.
Use this app to see performance reporting of your investment portfolio
Updated on
Jul 18, 2026

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.
  • 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

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
Content rating
Everyone
Learn more

App support

About the developer
Diversify Partner Services LLC
tlambert@diversify.com
9017 S Riverside Dr Ste 210 Sandy, UT 84070-6670 United States
+1 402-279-8008

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