Rightwealth Advisors

Rightwealth Advisors

About this app

The Rightwealth Advisors Mobile phone application enables authorized clients to view and manage their investment accounts in a simple, elegant interface:

Access your investment accounts, including balances, holdings and recent activity.

Aggregate outside investment or banking accounts held at other financial institutions to one single location for simplified management.

Stay better connected to your accounts and with your financial advisor.

Requirements: You need to be a Black Diamond user that has been authorized for the phone application. If you would like to request access, please contact your Rightwealth Advisors primary contact.

Advisory services offered through Rightwealth Advisors, LLC. Securities offered through Cantella & Co., Inc., Member FINRA/SIPC. Rightwealth Advisors and Cantella & Co., Inc. are independent entities

What’s new

* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.