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The Bedel Financial client portal app allows you to easily access your portfolio information, including account balances, allocation, performance, transactions, statements and more.
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What's New in Bedel Financial
5.23.0
July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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