10+
Downloads
Content rating
Everyone
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Screenshot image
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About this app

Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point.

Some key features of the app are:

Easy, Convenient & Secure
• Simply login to the app using your same Keel Point Client Portal username and password (or follow alternative instructions if provided)
• No sensitive account information is ever stored on your mobile device

Connects you with the details:
• Quickly check account balances 24/7
• View charts summarizing accounts
• Click to call or email your financial advisor
Updated on
Aug 5, 2022

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
App activity, App info and performance, and Device or other IDs
Data is encrypted in transit
Data can’t be deleted

What's new

Bug fixes