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Opco Client Access mobile app

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

38 ratings
20 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • November 27, 2015
  • May 26, 2026

Features

Developer

Oppenheimer & Co. Inc.
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About

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

✓Account summary and holdings
✓Balances and recent activity
✓Access account statements
✓Latest published research
✓Market commentary
✓Profile management
✓Contact financial advisor
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What's New in Opco Client Access mobile app

4.2.0

May 26, 2026

Message center improvements, new municipal bond information available from your holdings, improved research date filters, Android password manager integration, bug fixes and performance improvements.

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User reviews

Most RecentHighest RatedLowest Rated

Not up to Charles Schwab

I recently moved from Charles Schwab to Oppenheimer and I find the Oppenheimer App has a lot to be desired.
I prefer CS Tile view that allows you to bring up your top ten movers in your portfolio. I also like the fact you can look up your holding by simply typing in the name or symbol. With Oppenheimer I need to scroll through 50 pages to find a specific stock. Oppenheimer could improve their app considerably by simply following CS’s model.
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AATHUNDERAATHUNDER

Much improved

The recent upgrade to this app fixed all of the things I brought to their attention in a recent survey the sent. Much better access to tax information and the ability to see all of my account values with a quick glance!
PNW rocks!PNW rocks!

App Review

I enjoy using the app because it’s very simple and I am quickly able to understand how my accounts are doing. I enjoy using the research tab so, that i have the most updated information about my stocks.
Zach066Zach066

An Excellent App

The Oppenheimer Mobile application has everything I need to quickly review my performance across all of my accounts with a quick click and to also provide all the detailed data I need when I want to do a thorough review. When I want to contact my FA it’s easy and I can review Opco’s research when needed.
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Really a pain!Really a pain!

App Review

I enjoy using the app because it’s very simple and I am quickly able to understand how my accounts are doing. I enjoy using the research tab so, that i have the most updated information about my stocks.
Zach066Zach066
See 15 more reviews

FAQ

How do I get started with Opco Client Access?

Current users of the Client Access website who have completed identity verification can start using the app immediately. If you do not have a User Name, contact your Financial Advisor to complete the process on the desktop site first.

Is Opco Client Access free to use?

Yes, there is no fee charged by Oppenheimer for your use of the mobile app. However, your wireless or internet service provider may impose transmission or receipt fees.

What kind of account information can I see on Opco Client Access?

You can view a summary of all your accounts, holdings, balances, recent activity, and realized gain/loss data. You can also access account statements and confirms.

Can I access research through Opco Client Access?

Yes, the app provides access to the latest published research, research by symbol, advanced search options, market commentary, analyst BIOS, and televised commentary.

How secure is Opco Client Access?

The app is designed for existing clients who have already completed identity verification on the desktop site, implying a level of security for account access. Specific security features are not detailed in the provided description.

What devices does Opco Client Access support?

The app is supported on iPhone, iPad, and iPod devices, as indicated by its platform compatibility.

How often is Opco Client Access updated?

The app was last updated on March 25, 2026, with version 4.1.0. This suggests a recent update, but the frequency of future updates is not specified.

Can I contact my financial advisor through Opco Client Access?

Yes, the app includes a 'Contact Us' section where you can directly contact your Financial Advisor. It also provides a branch locator and international office information.