About
Access your financial data conveniently with this app. View portfolio performance, account details, news feeds, and manage notifications. Schedule appointments with your advisor and update security settings.
What's New in Concord Mobile
5.16.0
December 14, 2024
- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes
MoreFAQ
What financial information can I see in Concord Mobile?
Concord Mobile provides an overview of your portfolio value with interactive graphs, a breakdown of your accounts (Cash, Investments, Credit, Net Worth), and detailed transaction summaries for each linked account.
How does Concord Mobile help me stay informed?
The app features a News Tab displaying your firm's latest news and RSS feed posts. You will also receive push notifications for new posts, which can be managed within the app.
Can I schedule meetings with my advisor using Concord Mobile?
Yes, the Menu Tab in Concord Mobile allows you to schedule an appointment directly with your advisor.
What are the security features of Concord Mobile?
You can update security settings related to your account within the app. The app also stores your firm's Disclosure, Terms of Service, and Privacy Policy for easy access.
Is Concord Mobile available on multiple devices?
Yes, Concord Mobile is supported on iPhone, iPad, and iPod devices.
How often is Concord Mobile updated?
The latest version is 5.16.0, and the app was last updated on December 14, 2024, indicating regular updates.
What is the user rating for Concord Mobile?
Concord Mobile has a high rating of 5.0 stars based on user feedback.
Does Concord Mobile have ads?
No, Concord Mobile does not contain advertisements.
