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This Mobile App is exclusively for clients of Optimal Capital Advisors, LLC. This is the mobile version of Optimal Capital's Client Portal (powered by Orion Advisor Technology) which provides clients the ability to access their investment holdings, portfolio performance, and much, much more.
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What's New in Optimal Capital
5.22.1
February 6, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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