Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your investment account details and portfolio performance on the go. View individual holdings, track gains and losses, and connect with your advisory team directly from your mobile device.
What's New in RMB Wealth Mgmt
1.76
January 20, 2024
* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes
MoreDeveloper apps
FAQ
What can I see in the RMB Wealth Mgmt client portal?
You can view your individual account values, total portfolio value, and detailed holdings. The app also provides performance insights related to asset allocation, gains, losses, and benchmarks.
How can I contact my advisory team through RMB Wealth Mgmt?
The 'My Team' section provides clickable links to phone numbers, emails, and office addresses for your advisory team, allowing for easy connection.
Is the RMB Wealth Mgmt client portal secure?
While specific security protocols are not detailed, client portals for financial institutions typically employ robust security measures to protect user data and investment information.
What devices support the RMB Wealth Mgmt client portal?
The app is supported on iPhone, iPad, and iPod devices, offering mobile access across Apple's ecosystem.
How often is the RMB Wealth Mgmt client portal updated?
The app was last updated on January 20, 2024, indicating ongoing maintenance and potential feature enhancements. The latest version is 1.76.
What is the age rating for RMB Wealth Mgmt client portal?
The app has an age rating of 4+, making it suitable for a wide range of users.
Does RMB Wealth Mgmt client portal have ads?
The provided data does not indicate the presence of advertisements within the RMB Wealth Mgmt client portal.
What is the user rating for RMB Wealth Mgmt client portal?
The app has a high rating of 5.0 stars based on 2 user reviews, suggesting a positive user experience.
