Crestwood Advisors
View account details and manage portfolios remotely
Crestwood Advisors Group LLC
iPhone Screenshots
Description
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
The Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format.
Requirements: You need to be a Crestwood Advisors wealth management client that has been authorized for the phone application. If you would like to request access, please contact a member of your Crestwood Advisors wealth management team.