Moors & Cabot

This app is exclusively for Moors & Cabot clients only. Not a Moors and Cabot client? Visit

Note: You must be enabled for Moors & Cabot online account access. Please contact your Moors & Cabot financial advisor today for online access setup.

The perfect complement to your relationship with your Moors & Cabot Advisor! This secure app provides a convenient portal for you to view your accounts and stay on top of your entire investment portfolio, the markets, and the economy. This app presents a common experience with the desktop portal.

Features include:

- Brokerage overview that consolidates portfolio information

- Quick access to watch list, market updates, and contact information

- Prominently displayed financial planning score (in enabled)

- Real-time, easily refreshed quotes; includes predictive search

- Research center that aggregates news, research, and independent analysis

- Intuitive trading experience that flows naturally; accessible from multiple places.

Moors & Cabot is a wealth management firm headquartered in Boston, with offices through the country. 128 years ago, Moors & Cabot was founded on a relationship. Today, we carry on that tradition. Explore our unique combination of veteran advisors, robust capabilities and personalized strategies. The result is a true financial partner, exclusively focused on your unique goals and challenges.

​We feel this sets us apart. Come see for yourself.
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What's New

Our clients asked. We answered.

This native app provides you access to the same great features as our Online Access website. Review account balances and performance.
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Additional Information

June 25, 2018
Current Version
Requires Android
4.1 and up
Content Rating
Offered By
Moors & Cabot
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