# Opco Client Access mobile app > Mobile access to Oppenheimer & Co. Inc. client account information and research. (iPhone/iPad app by Oppenheimer and Co. Inc..) - Source: https://appshunter.io/ios/app/opco-client-access-mobile-app/id1049902773 (this page in markdown: same URL + `.md`) - Developer: [Oppenheimer and Co. Inc.](https://appshunter.io/developer/1049902772) - Category: Finance - Price: Free - Rating: 4.30/5 from 36 App Store ratings · 20 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 71 MB - Languages: American English - Released: 2015-11-27 - Data updated: 2026-08-20 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/opco-client-access-mobile-app/id1049902773/reviews.md ## What is Opco Client Access mobile app? Access your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app. Current users of our Client Access website (https://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately. Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on the desktop Client Access site first before you can use the Opco Mobile app. MY ACCOUNTS Summary of all your accounts Holdings in your account Balances data for your account Recent activity in your account Realized Gain/Loss data for your account Access to account statements, confirms and other documents RESEARCH Latest published research Research by symbol Research advanced search Market Commentary Analyst BIOS Televised Commentary MY PROFILE Edit User Name Edit email address Change password Show/hide accounts Edit account nicknames Update eDelivery settings CONTACT US Contact your Financial Advisor Branch locator International offices Client help desk There is no fee charged to you by Oppenheimer for your use of the Mobile App. This Mobile App is intended to be used as a complement to your existing Oppenheimer Online Account. However, your wireless service provider (including any roaming wireless service provider and any Wifi Hotspots), internet service provider or telecommunications provider may impose fees or charges to you for the transmission or receipt of Mobile Communications through your usage of the Mobile App. You acknowledge and agree that you are solely responsible for any such charges. Such fees are irrespective of any fees that apply to any Oppenheimer services that may be accessible through the Mobile App. All such fees for Oppenheimer services shall continue to apply to you and you will continue to be responsible for the payment of such fees. https://www.opco.com/SocialMediaDisclosures/ ## Key features - Account summary and holdings - Balances and recent activity - Access account statements - Latest published research - Market commentary - Profile management - Contact financial advisor ## Recent user reviews (10 of 20) All indexed reviews: https://appshunter.io/ios/app/opco-client-access-mobile-app/id1049902773/reviews.md ### 2/5 — Not up to Charles Schwab *2024-12-18* 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. ### 5/5 — Much improved *2024-06-06* 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! ### 5/5 — App Review *2024-04-25* 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. ### 5/5 — An Excellent App *2024-04-23* 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. ### 5/5 — App Review *2023-12-20* 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. ### 1/5 — Just doesn’t work… *2023-07-16* I’ve been with Opp. for a good while now and still this app will not take my login info. What gives, what’s the point? **Developer response:** Sorry you’re having trouble. As a first step, we need to confirm whether you have an account with Oppenheimer & Co. Inc. To do that, try signing in at https://www.opco.com/ClientAccess. If you still need help please contact our Client Help Desk at 866-809-6726 and we’ll do our best to get you up and running. ### 1/5 — Cannot sign in… *2023-05-14* Doesn’t accept my login at all. I can only login on a computer. ### 5/5 — Easy to use! *2023-02-08* So easy to use! I can check out my accounts from anywhere. Love it great functionality. ### 5/5 — Why go to the site? *2022-11-13* Answers 90% of my questions on how the portfolio is doing. Easy to navigate. ### 5/5 — Awesome Upgrade! A++ *2022-04-28, version 2.0.1* Significant helpful changes to allow me to see all my accounts with a much better GUI. Very easy to use and navigate now. ## Frequently asked questions about Opco Client Access mobile app ### 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. ## Version history (last 5 releases) ### 4.3.0 — 2026-08-19 New heatmap feature for your holdings, updated nav bar, bug fixes and performance improvements. ### 4.2.0 — 2026-05-26 Message center improvements, new municipal bond information available from your holdings, improved research date filters, Android password manager integration, bug fixes and performance improvements. ### 4.1.0 — 2026-03-25 Secure Message Center enhancements including HEIC file support. Simplified tax lot details display. Bug fixes and performance improvements. ### 4.0.0 — 2026-02-02 Improvements to the research user interface with new capabilities and the Let's Talk Future podcasts. ### 3.6.0 — 2026-01-13 Implemented a new tax time experience. ## Apps similar to Opco Client Access mobile app | App | Rating | Price | Category | | --- | --- | --- | --- | | [MyJanney](https://appshunter.io/ios/app/myjanney/id1061183120) | 3.0 (54) | Free | Finance | | [Bernstein Private Wealth](https://appshunter.io/ios/app/bernstein-private-wealth/id1239784789) | 4.2 (58) | Free | Finance | | [Citi Private Bank In View](https://appshunter.io/ios/app/citi-private-bank-in-view/id400258878) | 4.8 (76) | Free | Finance | | [BNY Investments Mutual Funds](https://appshunter.io/ios/app/bny-investments-mutual-funds/id6738056651) | 2.0 (4) | Free | Finance | | [BNY Wealth Online](https://appshunter.io/ios/app/bny-wealth-online/id484814357) | 3.1 (23) | Free | Finance | | [Morgan Stanley Matrix](https://appshunter.io/ios/app/morgan-stanley-matrix/id501786735) | 4.2 (5) | Free | Finance | ## Related topics [oppenheimer](https://appshunter.io/ios/topics/oppenheimer) · [opco client access mobile app](https://appshunter.io/ios/topics/opco-client-access-mobile-app) · [opco](https://appshunter.io/ios/topics/opco) · [opco mobile](https://appshunter.io/ios/topics/opco-mobile) · [envestnet client view](https://appshunter.io/ios/topics/envestnet-client-view) --- *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 2026-08-20.*