KP Portal
Everyone
info
100+
Downloads
Everyone
Learn more
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
The easiest way to check your Keel Point investment accounts, even on the go!
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
+12567045111
About the developer
Keel Point, LLC
support@keelpoint.com
100 Church St SW Ste 500
Huntsville, AL 35801
United States
+1 256-801-8025