About
Manage your investment accounts on the go with this mobile app. Access your portfolio and financial information securely from your smartphone or tablet. Contact your advisor to get started.
What's New in CapTrust Financial Advisors
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
What can I do with CapTrust Financial Advisors?
CapTrust Financial Advisors allows you to view and manage your investment accounts directly from your mobile device. You can access your portfolio and financial information securely anytime, anywhere.
Is CapTrust Financial Advisors free to use?
Yes, CapTrust Financial Advisors is available for free. There are no charges to download or use the app for managing your investment accounts.
What devices does CapTrust Financial Advisors support?
CapTrust Financial Advisors is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.
How secure is CapTrust Financial Advisors?
The app provides secure access to your investment accounts and financial information. Specific security protocols are in place to protect client data.
How often is CapTrust Financial Advisors updated?
The app was last updated on May 4, 2026, indicating ongoing development and maintenance. Users can expect regular updates to ensure performance and security.
What is the user rating for CapTrust Financial Advisors?
CapTrust Financial Advisors has a rating of 4.0 stars based on 4 user reviews. This suggests a generally positive reception from its user base.
How do I enroll in CapTrust Financial Advisors?
To begin using CapTrust Financial Advisors, you need to contact your CapTrust client service team to start the enrollment process. They will guide you through the necessary steps.
Does CapTrust Financial Advisors have ads?
No, CapTrust Financial Advisors does not contain advertisements. The app is designed to provide a clean and focused experience for managing your finances.
