Sidepocket Mobile

September 18, 2024

09/17/2024 - Version 1.5.0 Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update:   - Updates to cash values section - Cash APY rate - Improved clarity for breakdown of balances - General application performance and stability improvements   Thank you, The Sidepocket Team

February 27, 2024

02/26/2024 - Version 1.4.0 Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - Updates to onboarding flow and design - Updates to Plaid API integration - General application performance and stability improvements Thank you, The Sidepocket Team

November 21, 2023

Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - Updates to the navigation menu layout and design - Design enhancements to Subscription and Account Onboarding sections - Sidepocket Premier section which contains various partners which are accessible to paying Sidepocket clients - General application performance and stability improvements across the board Thank you, The Sidepocket Team

May 1, 2023

Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - General design polishing and refinement to the user experience - Updated design to trial and account onboarding sections - Updates / improvements to Plaid api integration - New service provider for SMS based validation - General application performance and stability improvements across the board Thank you, The Sidepocket Team

February 10, 2023

Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - General design polishing and refinement to the user experience - Updated call to actions in 30-day access - Additional verification for SSN and other account onboarding fields - Updated imagery in Explore and Model Sidepocket category screens - Updated events and notifications for various actions in-app - Improvements to cash value updates speeds - Improvements to Sidepocket NAV update speeds - New filter for user Sidepockets with tab for Liquidated Sidepockets - General application performance and stability improvements across the board Thank you, The Sidepocket Team

January 4, 2023

Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - Additional design polishing and refinement - Improvements for handling Liquidated Sidepockets with additional filtered view - Updated pricing for the Subscription tiers - Improvement to subscription logic for upgrades / downgrades between tiers - Further improvements in Sidepocket NAV and update speeds - Improved IRA contribution / distribtuion threshold logic - General application performance and stability improvements across the board Thank you, The Sidepocket Team

December 19, 2022

Valued Sidepocket clients, We've made strides and continue improving our tools and models, here's a few of the improvements included in this update: - Additional design polishing and refinement - Localized timezone for Sidepocket charts, cash transfers and orders, for readability - Improvement in Sidepocket NAV and update speeds - Configuration of push notifications - Addition of rebalance notifications during monthly rebalancing for added transparency - General application performance and stability improvements across the board Thank you, The Sidepocket Team

November 23, 2022

Dear valued Sidepocket customers, Here's what we're updating: - Newly updated app design, incudling new Icon and logo - General application performance and stability improvements Thanks, The Sidepocket Team

November 10, 2022

Dear valued Sidepocket customers, Here's what we're updating: - Hotfix for the Datepicker issue Thanks, The Sidepocket Team

October 31, 2022

Hey Sidepocket fans, Here's what we're updating: - In-app Document upload functionality to address CIP issues with account applications - Option for new users to skip initial Investor profile, and defer until account opening - Improved Sidepocket state logic for funded / non funded Sidepockets - Enhancements to Sidepocket valuation logic - Improved Subscription management functionality, including ability to cancel active subscriptions from the app - Upgrade to Plaid OAuth V2 for more seamless bank authentication and connection - General application performance and stability improvements Thanks, The Sidepocket Team