AllocateLite Client

AllocateLite Client puts your full financial picture in your pocket. The mobile companion to your AllocateLite Client account, it connects your investments, your everyday money, and your plan — so you always know where you stand and what comes next, wherever you are. TRACK YOUR PORTFOLIO • See your holdings, asset allocation, and net worth at a glance • Compare your portfolio against the benchmarks you care about • Review your risk profile and future projections UNDERSTAND YOUR MONEY • Securely link your bank, credit, and investment accounts • Follow your cash flow, spending, and subscriptions in one place • Keep track of your assets, liabilities, and progress toward your goals PROPOSALS & DOCUMENTS • Review and sign proposals right from your phone — no printing, no paperwork • Find and store your important documents in one secure place INVEST THE WAY YOU WANT • Set your risk tolerance and preferences through a simple guided setup • Add values-based restrictions and priorities so your portfolio reflects what matters to you Use it alongside AllocateLite Client on the web — everything stays in sync, so you can pick up right where you left off on any device. AllocateLite Client is a free companion app designed exclusively for existing clients for AllocateLite. To get started, simply sign in using the credentials provided by your advisory team. Note: Account access must be provisioned by your professional advisor.