Description
Using our mobile app, you can quickly and easily monitor your account balances, holdings, and investment activity. It also provides you with your advisor’s contact information in case you need to get in touch with them at any point. Some key features of the app are: Easy, Convenient & Secure • Simply login to the app using your same Keel Point Client Portal username and password (or follow alternative instructions if provided) • No sensitive account information is ever stored on your mobile device Connects you with the details: • Quickly check account balances 24/7 • View charts summarizing accounts • Click to call or email your financial advisor
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About
Bundle Id
com.advisorlynx.mobileadvisor.keelpointMin Os. Version
13.0Release Date
Wed, Feb 6, 2019Update Date
Wed, Apr 10, 2024Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
33.6MBHas Game Center
NoFamily Sharing
YesSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
5.9.0updated
1 month ago- Bug fixes - User experience improvements - Added functionality to native Document Vault feature
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