Once your financial professional has granted you access to your Personal Wealth Portal, you can download the App and have your finances at your fingertips.
To Download the App:
- Log into your phone and go to the Apple App Store (iPhone) or Google Play Store(Android). Search for your professional’s own branded App or use the link provided in the introductory email and then tap Install or Download.
- Once the App has been downloaded, simply tap to open and enter your login details that you have set up on the portal.
- Depending on the type of device you use, you may be asked to set up Face ID or Touch ID for future logins.
- You are now ready to use your portal via the App on mobile.
Note: It is important to log in to the app at least once so you can receive push notifications for ‘to-dos’ reminders or when there are documents to sign.
My firm has enabled Multi-Factor Authentication (MFA). How do I setup MFA on the mobile app?