Wealthscape Investor℠
National Financial Services LLC
Finance
Use Wealthscape Investor to access your managed brokerage accounts from anywhere.
Free
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My Westlake Portfolio
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Manage accounts, make payments, sign up for recurring payments, and access payoff information. View account details and transaction history. Receive notifications for account activity.
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Scotia Wealth Management®
The Bank of Nova Scotia
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The Scotia Wealth Management app offers account access on the go. You can view your portfolio and account details, see your asset mix, download statements and tax slips and more. For optimal performance and security, update your device to the latest version of iOS.
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SOA Mobile
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FinanceWe at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.
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SSWP Client Access
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FinanceView your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
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Dominion Wealth
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Composition Wealth Portal
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FinanceThe Composition Wealth mobile phone application enables authorized clients to access portfolio data in a simple, elegant interface. Requirements: You must be a Composition Wealth client authorized to use the phone application.
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#8 
Wealth Partners Alliance
Wealth Partners Alliance, LLC
FinanceThe Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a simple, elegant interface. Requirements: You need to be a client of Wealth Partners Alliance that has been enabled for...
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#9 
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
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#10 
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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#11 
Parkshore
Parkshore Wealth Management
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
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#12 
Windsor Wealth
Windsor Wealth Management, Inc.
FinanceWith this app, clients of Windsor Wealth Management can check their account information, monitor their balances, and contact their wealth management team.
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#13 
FourstarWealth Client
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FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
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#14 
Coral Wealth Management
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FinanceThe Coral Wealth Management Mobile phone application enables clients to access portfolio data in a simple, elegant interface. You need to be a Coral Wealth Management client user that has been authorized for the phone application.
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#15 
First Oak Wealth Management
First Oak Wealth Management LLC
FinanceFirst Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact...
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#16 
BlackDiamond WM
BlackDiamond Wealth Management Inc.
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#17 
Wave Wealth
Wave Wealth Management LLC
FinanceKeep all of your finances at your fingertips with the Wave Wealth mobile app. View and manage your accounts, access and download your Schwab statements, and contact your advisor. - Comprehensive financial picture - Document vault. - Face ID available.
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#18 
Choice Wealth Advisors
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
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#19 
Divvi Wealth
Divvi Wealth Management, LLC
FinanceWelcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.
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Sherman Wealth
Sherman Wealth Management, LLC.
FinanceThe Sherman Wealth Management mobile app allows Sherman Wealth clients to view account balances, performance, statements, and various reports.
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App information from Apple App Store. Seashore Wealth Management and related trademarks belong to Seashore Wealth Management, LLC.