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KP Portal

4.1.0

Keel Point, Orion, Mobile App, Account, Investment, Performance, Financial

Naam KP Portal
Versie 4.1.0
Update 28 feb. 2020
Grootte 8 MB
Categorie Zakelijk
Installaties 10+
Ontwikkelaar Keel Point, LLC
Android OS Android 4.1+
Google Play ID com.advisorlynx.mobileadvisor.keelpoint
KP Portal · Schermafbeeldingen

KP Portal · Beschrijving

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

KP Portal 4.1.0 · Gratis Downloaden

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