# Coastal Bridge Advisors

> Mobile client portal for accessing financial accounts and contacting support. (iPhone/iPad app by Coastal Bridge Advisors, LLC.)

- Source: https://appshunter.io/ios/app/coastal-bridge-advisors/id1529952881 (this page in markdown: same URL + `.md`)
- Developer: [Coastal Bridge Advisors, LLC](https://appshunter.io/developer/1529952884)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-09-04
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/coastal-bridge-advisors/id1529952881/reviews.md

## What is Coastal Bridge Advisors?

This app helps you easily access your Coastal Bridge Advisors' client portal from any mobile device. All the features of the Coastal Bridge portal are securely displayed on any mobile device, empowering users to “Uncomplicate" their financial lives from any location. Review your asset allocation, account performance, and instantly contact your Coastal Bridge support team directly from the app.

## Key features

- Secure client portal access
- Review asset allocation
- Track account performance
- Instant contact with support
- Mobile financial management

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/coastal-bridge-advisors/id1529952881/reviews.md

### 5/5 — Clean and Easy way to view portfolio

*2023-05-24*

Quick and efficient way to view portfolio performance when on the go. Also comprehensive enough to pull detail as well

## Frequently asked questions about Coastal Bridge Advisors

### 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.

## Version history (last 2 releases)

### 2.0.1201211 — 2024-03-14

Updated features and removed bugs.

### 2.0.684504 — 2020-09-04

No release notes.

## Apps similar to Coastal Bridge Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Envestnet Client View](https://appshunter.io/ios/app/envestnet-client-view/id6463820940) | 3.9 (11) | Free | Finance |
| [Sentinel (Retirement)](https://appshunter.io/ios/app/sentinel-retirement/id1558437515) | 2.8 (21) | Free | Finance |
| [Bankwell Mobile Banking](https://appshunter.io/ios/app/bankwell-mobile-banking/id619327999) | 4.7 (365) | Free | Finance |
| [Investment Portfolio](https://appshunter.io/ios/app/investment-portfolio/id1508796050) | — | Free | Finance |
| [FTWA Wealth Access](https://appshunter.io/ios/app/ftwa-wealth-access/id1585027965) | 4.8 (4) | Free | Finance |
| [Autopilot AI Stocks Alerts](https://appshunter.io/ios/app/autopilot-ai-stocks-alerts/id1611955892) | 4.4 (54) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*