Client Access 4.19.5 - App Store

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About Client Access

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit...

Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment portfolio, transfer funds, deposit checks, and access up-to-the-minute market information. Whether you want a quick snapshot or an in-depth review, it’s all right here. . Your account balances, including your assets and available cash . Current value of each of your investments . Detailed asset allocation analysis . Documents such as trade confirmations and tax reporting . A secure vault to store financial statements, insurance documents . A full complement of convenient client tools . Your financial advisor’s contact information Asset allocation does not guarantee a profit nor protect against loss.

Version History Performance enhancements and bug fixes 4.19.5 Apr 9 Performance enhancements and bug fixes 4.19.0 Mar 6 Performance enhancements and bug fixes 4.18.5 12/11/2025 Performance enhancements and bug fixes 4.18.0 09/11/2025 Performance enhancements and bug fixes 4.17.2 08/04/2025 Performance enhancements and bug fixes 4.17.1 08/01/2025 Performance enhancements and bug fixes 4.17.0 06/20/2025 Performance enhancements and bug fixes 4.16.1 05/16/2025 Performance enhancements and bug fixes 4.16.0 03/28/2025 • Updates to Help & Support (formerly Contact Us) in the More menu, including Feature Guides • Performance enhancements and bug fixes 4.15.0 01/31/2025 Performance enhancements and bug fixes 4.14.0 11/08/2024 Performance enhancements and bug fixes 4.13.0 10/17/2024 Performance enhancements and bug fixes 4.12.2 09/16/2024 • Use the new search field on Portfolio to quickly find a specific holding • Performance enhancements and bug fixes 4.12.1 08/14/2024 • Use the new search field on Portfolio to quickly find a specific holding • Performance enhancements and bug fixes 4.12.0 08/09/2024 Performance enhancements and bug fixes 4.11.0 06/28/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen • Bug fixes and performance enhancements 4.10.2 06/10/2024 • View expanded details for debit card activity (if applicable) from the filter on the Activity screen • Bug fixes and performance enhancements 4.10.0 05/10/2024 • View Retirement Account Information (if applicable), such as beneficiaries, tax withholding, and minimum distributions in the More menu • Add/remove items to your Watch List, accessible via Market Research in the More menu • Bug fixes and performance enhancements 4.9.0 03/22/2024 • Updates to default sorting orders • View your goal plan (if applicable) under Planning in the More menu • Updated iPad view for Activity • Bug Fixes and Performance Enhancements 4.8.1 02/15/2024 • Updates to default sorting orders • View your goal plan (if applicable) under Planning in the More menu • Updated iPad view for Activity 4.8.0 02/09/2024 • Customize the accounts displayed in the My Accounts widget on the Dashboard • Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.1 12/15/2023 • Customize the accounts displayed in the My Accounts widget on the Dashboard • Customize the holdings displayed in the My Holdings widget on the Dashboard 4.7.0 12/08/2023 - Updated view for the Accounts screen - Create and edit account groups from the Accounts screen - Sort on-screen information on both the Portfolio and Activity screens 4.6.2 11/03/2023 - Updated view for the Accounts screen - Create and edit account groups from the Accounts screen - Sort on-screen information on both the Portfolio and Activity screens 4.6.1 10/29/2023

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Previous Versions

Here you can find the changelog of Client Access since it was posted on our website on 2021-12-14 11:34:12. The latest version is 4.19.5 and it was updated on 2026-06-12 06:52:18. See below the changes in each version.

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