Clean and Easy way to view portfolio
Quick and efficient way to view portfolio performance when on the go. Also comprehensive enough to pull detail as well
Free
Details
About
Access your financial client portal securely from your mobile device. Review asset allocation, track account performance, and connect with your support team instantly. Uncomplicate your financial life from anywhere.
✓Secure client portal access
✓Review asset allocation
✓Track account performance
✓Instant contact with support
✓Mobile financial management
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What's New in Coastal Bridge Advisors
2.0.1201211
March 14, 2024
Updated features and removed bugs.
User reviews
FAQ
What is Coastal Bridge Advisors?
Coastal Bridge Advisors is a financial advisory firm. This app provides a secure mobile client portal for their clients to access account information and connect with their advisors.
Is Coastal Bridge Advisors free to use?
Yes, the Coastal Bridge Advisors app is free to download and use. It provides access to your client portal without any additional cost.
What devices does Coastal Bridge Advisors support?
Coastal Bridge Advisors is available on iPhone, iPad, and iPod. It is designed for iOS devices.
How secure is the Coastal Bridge Advisors app?
The app securely displays all features of the Coastal Bridge portal, ensuring your financial information is protected on your mobile device.
Can I see my investment performance on Coastal Bridge Advisors?
Yes, you can review your account performance directly within the app. It allows you to monitor how your investments are doing.
How often is Coastal Bridge Advisors updated?
The app was last updated on March 14, 2024, with version 2.0.1201211. Updates typically include security enhancements and feature improvements.
What is the age rating for Coastal Bridge Advisors?
The age rating for Coastal Bridge Advisors is 17+. This is common for financial applications that handle sensitive personal information.
Does Coastal Bridge Advisors have ads?
No, Coastal Bridge Advisors does not contain advertisements. The app is ad-free, allowing for an uninterrupted user experience.
