Free
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This mobile app will allow you to view your account information including balances, performance, etc. It will also help you to easily contact your team at Cooper/Haims Advisors, LLC.
What's New in CH Portal
5.22.1
February 5, 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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