# RMB Wealth Mgmt: Client Portal

> Mobile client portal for RMB Wealth Management investment accounts. (iPhone/iPad app by RMB Capital Management.)

- Source: https://appshunter.io/ios/app/rmb-wealth-mgmt-client-portal/id1441669873 (this page in markdown: same URL + `.md`)
- Developer: [RMB Capital Management](https://appshunter.io/developer/1441669872)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 109 MB
- Languages: English
- Released: 2018-11-20
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rmb-wealth-mgmt-client-portal/id1441669873/reviews.md

## What is RMB Wealth Mgmt?

The RMB Wealth Management Client Portal app provides mobile access to your investment account information. On the Home page, you can view your individual account values as well as the total value of your portfolio. Through My Accounts, you can view individual holdings and values. The Portfolio Dashboard gives you a dynamic overview of your portfolio and allows you to delve into performance details related to your asset allocation, gains and losses, and benchmark—right from your phone or tablet. You can easily change or customize your view using the drop-down menu and filters. If you have a question for your advisory team, access clickable links to phone numbers, emails, and office addresses through My Team. Stay connected whenever and wherever through the RMB Wealth Management Client Portal.

## Key features

- View account values
- Track portfolio performance
- Analyze asset allocation
- Access advisory team contact info
- Customize account views


## Frequently asked questions about RMB Wealth Mgmt

### 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.

## Version history (last 5 releases)

### 1.76 — 2024-01-20

* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes

### 1.75 — 2023-12-09

* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard

### 1.74 — 2023-10-28

* RightCapital financial planning integration available for the mobile app.
* Innotrust statement integration now supported within the client’s vault.
* Improved performance and stability within the Dashboard section of the app.

### 1.73 — 2023-09-28

* Added the ability to easily clear all of your notifications
* Reworked the Account Details page to highlight important information about the account
* Improved performance within the Dashboard and Balance Sheet sections of the app
* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

### 1.71 — 2023-08-01

* Updated notification bell to provide an easier experience
* Improved loading screen to provide better clarity
* Enhanced mobile web to better support teams
* Dashboard and subsequent cards now supports improve as of date logic

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## More apps by RMB Capital Management

- [Curi RMB Capital Client Portal](https://appshunter.io/ios/app/curi-rmb-capital-client-portal/id6474686756)

All apps by RMB Capital Management: https://appshunter.io/developer/1441669872

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*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 2026-06-10.*