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Maintain a view of your financial life, with access to your financial data, and important documents. Stay connected with your advisory team. Your wealth reflects a lifetime of work and a vision for the future. Your wealth, your vision, and we're here with you every step.
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What's New in Private Advisory
5.23.0
July 19, 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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