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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.
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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