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Access all of your Collaborative Wealth accounts 24/7 in one place with a single login. Interact with your living financial plan to make sure you’re always on track. View and download important documents on the go from your virtual vault.
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What's New in CW on the Go
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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