Download the Client Access app

Get what you need, when you need it – virtually anywhere.

Client Access brings your day-to-day finances and long-term investments together in one place, giving you a holistic view of your investments — and your progress — from any computer or mobile device. The app is armed with advanced security measures including firewalls and encryption technology.

Download the Client Access mobile app here and enjoy access at your fingertips.

You may be prompted to update your Client Access mobile app

To ensure you have access to the latest security measures and other enhancements, you may be* prompted to update to the latest version (version 4.10) of the Client Access mobile app.

Updating your app is easy. When you try to open the app, a pop-up button will prompt you to upgrade through the App Store (for iPhones) or Google Play Store (for Androids). Once you upgrade to the latest version, you can continue using Client Access with the same login information. 

*If you haven’t updated to the version released in March 2023, you will be prompted to upgrade upon opening the app.