An award-winning mobile app.
Your portfolio. On the go.

Named the “Best Client-Facing Technology” by MorningstarAdvisor.com, our mobile technology lets you review your financial portfolio and investment accounts everywhere you go. This powerful app features improved access to account and market data, with a faster, easier-to-read presentation. The latest version supports high-resolution retina displays, allowing you to access information with pixel-perfect quality.


Blue Diamond Plus™ Mobile.






Also available:
3 powerful apps
from our 4 custodian partners



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All custodian app screenshots and logos are property of and copyrighted by the respective custodian.

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